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 ...

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.

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 ...

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 ...

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 ...

NASHVILLE, Tenn. (WTVF) — Do you have an estate plan? If so, has it been updated lately? On this episode of Retirement Report host Hank Parrott is joined by his team member Aristotle McDonald to ...