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: ...

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 ...

When former First Lady Michelle Obama was interviewed about her successes and legacy, she shared, “Success isn’t about how much money you make – it’s about the difference you make in people’s lives.” ...

Understanding how to protect and transfer these invaluable assets can ensure that a musician's creative legacy endures and continues to benefit future generations. Embarking on the journey of music ...

Despite the uncertain regulatory environment in the U.S., investment and adoption of crypto assets is not slowing down. The U.K., European Union, UAE and Southeast Asia have all enacted legislation ...

Times of uncertainty, like today’s global pandemic, can underscore just how important it is to have an estate plan. Estate planning is crucial to leave a lasting legacy for your family no matter your ...

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) ...

Singlife Legacy Indexed Universal Life offers the security of insurance coverage alongside investment opportunities for wealth accumulation. Photos: Adobe Stock While wealth is often linked to ...

Kristen Jaarda, J.D., LL.M., CAP® is a philanthropy executive, nonprofit attorney and Vice President at American Council on Gift Annuities. One of the most rewarding parts of my career has been the ...