Millions are set to inherit during the $90T Great Wealth Transfer—here's what smart legacy planning with an advisor looks ...

NSI Community today announced the launch of its Wealth Management and Legacy Planning Program, an innovative educational ...

Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring ...

New York, NY, April 29, 2025 (GLOBE NEWSWIRE) -- NSI Community today announced the launch of its Wealth Management and Legacy Planning Program, an innovative educational initiative designed to ...

Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, ...

Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...

Its platform supports succession and exit planning, estate and legacy planning, retirement planning, insurance coverage, tax planning, and capital and liquidity planning. RISR is committed to ...

The health scare appears to have prompted meaningful reflection about institutional sustainability and legacy planning, common challenges facing founder-led organizations across sectors.

According to the study, nearly 9 in 10 CFP professionals (88%) believe that their clients’ financial objectives face substantial risks, with retirement income (57%) and legacy planning (53% ...

“I am honored and grateful to have PenArt continue the legacy my wife ... the fulfillment of everything I hoped for when I began planning for the future of my estate.” ...