Author page: Rachael E. Bator, CFP®

Engaging the Next Generation in Charitable Giving
Engaging the Next Generation in Charitable Giving

A common hope that many parents have is for their children to make a positive impact in society, whether it be within their own community or...

Personal Financial Management Should be Learned From a Young Age
Personal Financial Management Should be Learned From a Young Age

Why Teaching Financial Responsibility to Children and Teens Can Pay Dividends in Adulthood In the United States, many children and young adults...

You’ve Successfully Managed Your Wealth–What Happens Next?
You’ve Successfully Managed Your Wealth–What Happens Next?

Multi-Generational Wealth Planning for a Secure Family Legacy The first generation of wealthy families can face an array of new challenges when...

How to Account for Digital Assets in Your Estate Plan
How to Account for Digital Assets in Your Estate Plan

6 Tips for Helping High Net Worth Clients with Digital Asset Estate Planning Tangible items like bank and investment accounts, a home, valuable...

Make Your Estate Plan Work for You
Make Your Estate Plan Work for You

How to Get the Most Out of Your New or Updated Estate Plan For many people (especially those with prudent financial planners!) estate planning...

6 Common Estate Planning Mistakes Made by High-Net-Worth Families
6 Common Estate Planning Mistakes Made by High-Net-Worth Families

High Net Worth Estate Planning Tips for Successful Wealth Preservation Securing your future through a professionally and thoughtfully executed...

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