The concept of an inheritance is well known—but "inheritance," as defined by people and by the law, can often be two very different things. Specializing in trust services, I’ve crafted estate-planning solutions for countless clients. A particular highlight for me is working with them on understanding the fundamental intricacies of inheritance. Let’s explore the process of passing on assets.

America is a death-denying culture. We don’t like to think about, talk about, or even acknowledge death as an inevitable reality. Even if we’re going to die, the topic is uncomfortable, and often swept under the rug.

By Dom DiFurio Americans have long understood that their birthplace can significantly affect their futures, and academics have increasingly been able to connect tangible early life factors like where they live and the friendships they've cultivated with potential future income.

There was once a point when women couldn't own property; now, women hold a growing proportion of the global wealth. What's even more interesting is that the different approach they bring to their investments impacts the broader (and still male-dominated) financial industry through impact investing.

Learn the 3 most important facts about Social Security survivor benefits—who qualifies, how much you may receive, and when to claim—to help protect your family's financial future.

Confused about estate planning? Get clear answers to 5 of the most common questions—from wills and trusts to taxes and guardianship—to help you plan with confidence.