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.

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 ...

Everyone has a legacy. Whether you are a teacher in a small town or the CEO of a major public company, the life you live and ultimately leave behind is your legacy. So, it is up to you to be proactive ...

The phrase “legacy planning” is becoming increasingly used in place of, or to supplement, estate planning. Unfortunately, like many buzzwords (e.g., “family office”) its meaning can vary depending on ...

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 ...