3 Tools the Wealthiest Americans Use To Safeguard Their Generational Wealth
When you imagine the wealthiest people you know — whether in real life or on the covers of…
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…
4 Wealth Transfer Strategies Most People Learn About Too Late
Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that…
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…
New Missouri law legalizes digital estate planning
ST. LOUIS – Missouri Governor Mike Kehoe signed several bills into law last week. One you may not…
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…