Few heirs keep their parents’ wealth advisors, Cerulli study finds
Drazen_ | E+ | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter…
What’s in a Will? Understanding the power of your last word
Absence of a will has often been the root of many family fights, both on-screen and off it.…
Canadians unprepared for $1T wealth transfer
Transfer of wealth to next generation As Canada’s population ages, a massive wealth transfer is looming — one…
Great wealth comes with great responsibility. Can heirs handle it?
US added over 1,000 new millionaires a day last year, says report Wealth grew disproportionately quickly last year…
Katy Perry’s team seeks $5M in damages from dying flower shop mogul after years-long legal fight over mansion
You might know that pop star Katy Perry has been in a dispute over her $15 million Montecito…
Lawyers urge Australians to ensure valid will in place as house prices rise
A will can offer peace of mind for families before the death of a loved one, but the…
Collect wine, art, baseball cards? You’ll need an estate plan.
Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an…
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…
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…