See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
With younger generations facing higher housing costs and a tricky job market, many are living at home and getting financial assistance from their families.
The panelists will provide an overview of the most important estate planning strategies covered at the Heckerling Institute on Estate Planning. Topics to be discussed include...
Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.