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Black Americans trail behind other racial groups when it comes to estate planning, a significant tool that can help build generational wealth.
Learn how to pay off debt, create multiple income streams, and plan your estate to secure your family’s future wealth.
There are many ways to create generational wealth, and real estate is among the most established ways families have built it. Urban Institute research has tied homeownership to fi...
The estate planning should preserve operating authority, key knowledge and capital flexibility.
A growing opportunity to help child-free Americans carry out their legacy wishes.
Australia is entering the largest intergenerational wealth transfer in its history, yet many families are preparing for it with little more than a signed will and a vague promise t...
Advisors who fail to build relationships with adult children before they inherit risk mass defections later.
Most people know that estate planning often deals with the distribution of assets and personal wealth after a person passes away. A last will and testament or trust can enable an i...
A couple living in Kendall County with a paid-off home, retirement accounts, a life insurance policy, and some farmland outside town may not think of themselves as wealthy. However...
Have you heard of the term “old money”? It refers to people with wealth passed down from earlier generations. You may wonder how those families managed to build generational wealth...
Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.
Help match complexity with a client’s goals, concerns and ability to follow.
Estate planning is a necessity when you have financial assets.
Errol Tenenbaum of Robins Appleby LLP explains what can happen when high net worth clients don’t build a real plan
Generational transfer, sale or professionalization are the most pursued paths.
An inheritance can feel like a windfall — until the paperwork, emotions and decisions start piling up. This is a time to pause, get organized and use the money to support the lif...
As the Great Wealth Transfer accelerates, Eric Becker of Cresset argues that financial advisors must help families transfer values alongside wealth
It could provide a meaningful tax benefit
An overview of the legal landscape surrounding embryo ownership, use and disposition.
Black entrepreneurship is booming, but as more founders move from side hustles and home-based operations into larger companies, protecting that growth is becoming just as important...
A practical guide to what they need, and when.
The Great Wealth Transfer is reshaping who controls America’s money—and women are positioned to sit at the center of it. An estimated $105 trillion is expected to change hands by.....
Learn smart strategies for running a family business, creating a family business succession plan, and building a...
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