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.

As we tackle the complexities of caring for an aging population, the task of mapping out future healthcare strategies becomes increasingly important. It’s no secret that considerations like financial ...

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 ...

The political and personal drama that recently played out on a national stage—should President Biden run for office again or retire?—to me brought to mind one of the most important but frequently ...

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 ...

Andrew Crowell, Financial Advisor and Vice Chairman of Wealth Management at D.A. Davidson, shares what estate planning is and what investors should understand about it. Crowell also shares other ...

Farm succession is one of the most important issues confronting agriculture today, and the Montana Farmers Union is working ...

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