Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

In the heart of every family-owned enterprise lies a story of hard work, dedication, and a vision for the future. These businesses not only represent a significant portion of the economy but also ...

Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services companies ...

We’re heading into the thick of the $90 trillion “Great Wealth Transfer,” which will see millions of people belonging to the Gen X, millennial and Gen Z cohorts inherit money from their boomer loved ...

For many families that have built their wealth through a closely held business, succession planning is often assumed, as if it will naturally occur when the time comes. In reality, for it to be done ...

One of the most effective ways to prepare for such a life-changing event is through comprehensive financial planning. The death of a spouse is one of life’s most devastating events. The overwhelming ...

BLOOM (TAMPA) – When most people think of legacy planning, they think of wills, trusts, and financial inheritances. But according to Tiana Ronstadt—financial planning expert and founder of Power Women ...

• Connect with younger generations—and potential future clients—through family meetings and other types of outreach. Many of your affluent clients and prospects are thinking more and more about legacy ...

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.

Manulife Singapore also introduced Manulife WealthGen, an SGD-denominated participating plan designed to support emerging and mass affluent customers to achieve long-term growth, retirement ...