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Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

Leave a Comment / Estate Planning, Personal Finance /

Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other assets. The person leaving the inheritance, the decedent, will likely specify how their wealth will be distributed through an estate plan or will at their […]

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No Matter Who Becomes President, Start to Plan

Leave a Comment / Estate Planning, Financial Planning /

Many people postpone the planning of their estates because they assume that estate planning is only for the affluent. Others may think that estate planning is similar to tax planning, which can always be done “later.” In some cases, estate planning may be put on the back burner because it is a reminder of one’s own mortality.

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Estate Planning and Asset Protection: Are They The Same? 

Leave a Comment / Financial Planning, Resources /

You may sometimes hear the terms “estate planning” and “asset protection” used interchangeably. They actually have different meanings, and it’s important to incorporate both strategies into future financial plans. Below, we discuss key differences between estate planning and asset protection, as well as the optimal occasions when you should consider each wealth-preservation strategy. Estate Planning:

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Barron’s rankings awarded in September 2024 based on prior 12-month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. NewEdge Capital Group is the award recipient. Generation Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn More.

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