Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Hans Daniel Jasperson has over a decade of experience in public policy research, with an ...

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 ...

If you are beginning the legacy and estate planning process, your first concern may naturally be how to maximize what you give to your family and favorite charities by minimizing what you pay in taxes ...

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 ...

PETALING JAYA: Legacy planning and the transfer of wealth is becoming increasingly important with Singaporean and Malaysian families, says Etiqa’s latest Wealth Transfer Survey 2025. Etiqa Insurance ...

Many Canadians dream about the legacy they will leave behind — not just money, but the values, traditions and lessons for loved ones. Thinking ahead about how your wealth and life experiences will ...