This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. New books added June 13th, 2025... 13 Jun

Financial Literacy in Public Libraries: Estate Planning Books

It’s worth noting that the generation-skipping tax rate is steep. The positive news is that you can leverage a generous exemption to transfer wealth to younger generations while minimizing taxes.  12 Jun

Strategies for Minimizing Generation-Skipping Transfer Taxes

By ensuring that your intentions are documented, accounting for all family members, and keeping the will simple, you can help your loved ones avoid legal battles and ensure your estate is handled smoothly.   12 Jun

Valuable Lessons in Clarity & Intent from Canadian Celebrity Estates

Over two-thirds of small business owners plan to retire in the next two years. Without a solid succession plan in place, many of these small businesses, which have been integral to their communities for decades, will vanish. 12 Jun

Small Business Succession Planning: 2025 Statistics

The longstanding feud among the heirs of Sol Goldman’s vast New York real estate fortune has reignited. This is the latest chapter in a family conflict that dates back to the 1980s...  12 Jun

NYC Real Estate Dynasty Heirs Intensify Feud Over Property Empire

These heiresses —Evalyn Walsh McLean, Catherine Tylney-Long, Christina Onassis, Barbara Hutton, and Barbara Baekland— learned that some prices are too high to pay, even when you can afford anything money can buy. 12 Jun

The Cursed Fortunes That Destroyed Their Heiresses

Just because your children are grown doesn’t mean the money conversations are over. In fact, some of the most important financial lessons and decisions happen in the later chapters of life—not just for you, but for your family. 11 Jun

How to Share Financial Values with Your Adult Children

When a Will contains vague, contradictory, or incomplete instructions, it doesn’t just create paperwork headaches— it can ignite family disputes that last for years. 11 Jun

What Really Happens When Wills Aren’t Clear?

Foreman established a distinctive personal legacy marked by a large blended family and a multimillion-dollar estate. His unique family dynamic highlights the importance of proper estate planning: crucial when managing multiple heirs, complex family relationships, and shared family names. 10 Jun

George Foreman’s Legacy: Lessons for Complex Blended Families

These early financial warning signs and risks are a crucial part of planning for diminishing capacity to protect a vulnerable family member... 09 Jun

Diminishing Capacity: Financial Risks & Early Warning Signs

Case Study: Limits of Family Law Claims Against an Estate 09 Jun

Case Study: Limits of Family Law Claims Against an Estate

Successful family business succession requires balancing emotional and rational considerations, family harmony and business performance, tradition and innovation. It demands honest self-assessment, difficult conversations, and sometimes painful decisions. 06 Jun

Mastering Family Business Succession Planning