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Estate planning often gets reduced to paperwork, signatures, and legal terms. But your estate plan can be so much more than a collection of documents. It can reflect your values, y...
Legacy planning is often described in terms of longevity. How long will the assets last? Will the structure survive … The post Building durable legacies: A guide to behavioral we...
Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...
The Financial Independence, Retire Early (FIRE) movement emphasizes living intentionally, maximizing savings, and creating the freedom to retire well before traditional retirement...
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
SEIA's Brad Repinsky explains why estate plans should evolve alongside marriages, children, shifting family relationships and changing financial circumstances.
A growing consideration for advisors and clients.
Original and Premier Educational Program for Ultra-High-Net-Worth Estate Planning Continues a Legacy Dating Back to 1981.
Helping families understand the tradeoffs.
Many families spend years creating wills, trusts, and beneficiary designations, believing their estate plans are complete. Yet when heirs eventually inherit property, investment ac...
Next-generation readiness and reluctant incumbents top the list of transition barriers
Help clients translate values into action.
Library image. Forward planning, communication and good record-keeping are vital for equestrians planning their legacy. Specialists from law firm Birketts and tax experts from acc...
Episode 043: In Part One of this series, Iran Harvell reminded us that estate planning isn't really about documents—it's about people.Today, we take the next step.Before we talk ab...
Recent starchitect deaths—and fresh lawsuits—have stirred up discussion about legacy, succession, and smart business practices, writes Chris Foges.
Most Illinois families spend decades building wealth to pass on to their loved ones. This wealth might be in the form of retirement accounts, investment real estate, business inter...
Farm Succession Planning Is Also Business Planning: What Illinois Farm Families Should Consider is an important reminder that passing down a farm is not only an estate planning iss...
The Conversation Too Many Families Put Off Most Canadians over the age of 45 have taken important steps to protect their families. They have a will. They’ve planned for retirement....
Most conversations about wealth preparedness begin with education. Financial literacy, investment concepts, tax efficiency, and governance structures are treated as … The post Inhe...
Wealth.com's Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process.
“Prior to Lee’s illness, I didn’t even have a will.” Richard Hewitt says it matter-of-factly but like many Canadians over 50, he simply hadn’t gotten around to estate planning. Eve...
Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.
A new look at why leaving your family with clear legal directions is a crucial step for dads in 2026.
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