Estate planning is all about taking charge of your legacy.

If your estate plan was created before the DNA testing era—or hasn't been updated to account for these new realities—now is ...

Burford Capital ( ($GB:BUR) ) just unveiled an update. Burford Capital announced transactions involving its Chief Investment Officer, Jonathan ...

BROOKINGS S.D. – South Dakota State University Extension will continue to assist farmers and ranchers with long-term planning through its Sustaining the Legacy conferences across South Dakota this ...

One Senior Place is a marketplace for resources and provider of information, advice, care and on-site services for seniors and their families. Submit your questions to [email protected]. For ...

Technology makes estate planning scalable for advisors, boosting client retention and capturing next-generation wealth ...

Dr. Sam Sivarajan, JD, MBA, DBA, speaker/author/behavioural scientist/former senior financial services executive says: "A caring financial advisor blends technical expertise, emotional intelligence ...

The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate ...

Over many years, my financial services firm conducted “lifeboat drills” with our clients. Some of the drills were focused on trying to help clients ...