Traditionally, the process of planning for the transfer of assets to your loved ones after your death is known as estate planning. As you approach this process, you might also hear another term: ...

In the Celebrity Estates Podcast, Philip Richter explores how charitable giving strengthens family values and communication ...

Planning your legacy can be a complicated process. Navigating how to pass on financial assets, real estate and possessions can be stressful, and some people end up putting it off due to concerns about ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Legacy planning is also known as estate planning, and it is the process of ...

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 ...

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 ...

Plan your digital legacy: Secure online data inheritance and tech estate by inventorying accounts, appointing executors, and using platform tools for post-death access. Pixabay, fancycrave1 In the ...

Affluent Americans are committed to building a legacy both by using their wealth in positive ways and by passing their values on to future generations. A U.S. Trust 2012 survey, for instance, found ...

Legacies come in all shapes and sizes – from the $30-million donated to Toronto's Hospital for Sick Children by Myron and Berna Garron (in memory of their son, Michael, who died at age 13 from cancer) ...