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…
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…
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…
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…
Rachel Reeves claws back £2.2bn in 3 months from UK’s ‘most hated tax’ | Politics | News
Britain’s “most hated of taxes” is increasingly a “meal ticket” for the nation’s coffers, financial experts have warned.…
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…