BLOOM (TAMPA) – When most people think of legacy planning, they think of wills, trusts, and financial inheritances. But according to Tiana Ronstadt—financial planning expert and founder of Power Women ...

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 ...

Let’s be honest. For decades, wealth management has been obsessed with spreadsheets, benchmarks and whether your quarterly performance beat the neighbor’s. Advisors could get away with leading with ...

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.

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 ...

One of the most effective ways to prepare for such a life-changing event is through comprehensive financial planning. The death of a spouse is one of life’s most devastating events. The overwhelming ...

Passing down a family legacy to the next generation has undergone a complete transformation in the traditional notion of ...

AKRON, Ohio – The United Way of Summit and Medina and the city of Akron are partnering with the national nonprofit Cities for Financial Empowerment Fund to offer free legacy planning services for low ...

Many Canadians dream about the legacy they will leave behind — not just money, but the values, traditions and lessons for loved ones. Thinking ahead about how your wealth and life experiences will ...

Timing plays a critical role in legacy planning. Most restructuring exercises involve costs, whether income tax, stamp duty, or a combination of both, and delaying these decisions only increases the ...