The evolving nature of wills: Including sentimental assets in estate planning
When Meera Kapoor sat down to draft her will, she never imagined that her lifelong collection of handcrafted…
Simple tips to transition from MF distribution to wealth management set up
As investor needs evolve and competition intensifies, MFDs are increasingly finding that a pure distribution model may not…
5 Estate Planning Changes To Make After Retirement
The average American spends so much time planning for retirement that when the end of their work-life finally…
The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries
Estimates predict that the transfer of wealth from baby boomers to the next generations will be in the…
Chime backer Lauren Kolodny bets on AI to revolutionize estate processing
Lauren Kolodny, a partner at Acrew Capital, has always championed technology’s power to democratize access to financial services…
What Every Millionaire Can Learn From Jimmy Buffett’s Mistake
Renowned singer-songwriter Jimmy Buffett died in September 2023, leaving behind a $275 million estate. The bulk of Buffett’s…
Virginia Beach woman stresses importance of estate planning for families
VIRGINIA BEACH, Va. — Life is full of ups and downs, and while we can’t control what happens,…
Uberflip co-founder secures $1 million to help families pass down valuables with Trusty
Repeat tech entrepreneur Randy Frisch sees potential to build a “modern letter of wishes.”
After exiting his…