In the context of estate planning, we often talk about ‘leaving a legacy’, which may lead to the terms ‘estate planning’ and ‘legacy planning’ being used interchangeably. However, they do differ.

Our society is currently in the midst of the largest generational transfer of wealth in history, yet over 60% of our citizens do not have a will. Estate planning is a crucial task that often gets ...

Successful companies go through a variety of business cycles. Unfortunately, many in leadership positions don’t plan for those stages and aren’t properly capitalized when a transition occurs. “Without ...

Financial planning is an ongoing process that involves coordinating the financial decisions of an individual or family. Financial planning helps you make informed choices that can increase your ...

Everyone should have an estate plan. Your estate plan is the roadmap in a crisis, providing guidance to loved ones on how to proceed and ensuring your wishes and goals are met. For those with young ...

From the uncertainty of where to start the denial surrounding death, there are many reasons people wait too long to plan for aging. It can be an intimidating and emotional subject, but there are many ...

What is the importance of succession planning for business owners? Why should you be concerned about the development and implementation of succession planning if you own a business or a significant ...

Chautauqua County has long been working hard to improve services for the people living here while reducing their cost of living. It’s not an easy balance to achieve. In 2017, New York state decided to ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Several months before the spectacular collapse of AIG, senior executive Joe Cassano told his ...

Editor's Note: In a previous version of this segment, a graphic mislabeled the state of Kansas. We regret the error. This week’s 4.4 magnitude tremor in Los Angeles ...

I think you will agree that we have been hearing the word “disruption” more than ever, and our supply chains are having a hard time with the ongoing pandemic, natural disasters, tariffs, and trade ...