Estate Planning In The Black Community: Protecting Wealth And Wisdom
Pierre teaches that Estate planning is more than just deciding who gets what, anyone can do that on the back of a napkin.
Law25 天
New Methods for Clients and Families to Have Their Estate and Legacy Planning Complete
Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services ...
WealthManagement.com2 天
Hub International Acquires $2B Commonwealth Practice
Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.
Money Marketing3 天
In Conversation With Sam Grice: Bringing Death to Life and Redefining Legacy Planning
Helen O’Hagan, Technical Manager at Prudential looks at the concept of trusts,… ...
Morningstar1 天
Better Off Launches Digital Estate Planning Platform in California, Making Legacy ...
LOS ANGELES, Jan. 30, 2025 /PRNewswire/ -- Better Off, the digital estate planning platform that makes protecting your legacy as easy as banking online, is now available in California.
KOSU4 天
American Indian Wills Clinic expands no-cost will, estate planning for Indigenous Oklahomans
Indigenous Oklahomans may face unique hurdles if legacy planning is ignored. An Oklahoma City University Law School clinic is ...