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I Wish I May, I Wish I Might: Estate Planning’s Gentle Nudge
Contrary to what you might expect, using precatory language such as ‘I wish’ or ‘I hope’ can play an important part in three estate planning objectives.
Next-gen heirs will stick with the family advisor if these conditions are met
FreeWill's Jenny Xia Spradling discusses how millennial and Gen X heirs plan to work with a financial advisor to help manage the inheritance they receive as part of the Great Wealth Transfer.
Why we need to eliminate salary negotiations altogether
The cofounder of FreeWill insists we really need to talk about solving the underlying problem that negotiation poses and eliminate it altogether.
RMDs: Maximize Your Gift-Giving and Avoid a Tax Trap
Don't wait for the holiday - qualified charitable distributions (QCDs) early in the year may be the smartest way for retirees to give to charity.