“Where there is the desire to smartly and efficaciously pass the baton that is the family business from one generation to the next, succession planning is essential,” says P.J. DiNuzzo, Founder and ...

Let J&G Law help you prepare for long-term care with essential estate planning. Learn about wills, trusts, Medicaid ...

Our society is currently in the midst of the largest generational transfer of wealth in history, yet over 60% of our citizens do not have a will. Estate planning is a crucial task that often gets ...

Every asset has a useful life, and failing to plan for replacements can lead to costly downtime or last-minute, high-cost ...

Andrew Crowell, Financial Advisor and Vice Chairman of Wealth Management at D.A. Davidson, shares what estate planning is and what investors should understand about it. Crowell also shares other ...

From the uncertainty of where to start the denial surrounding death, there are many reasons people wait too long to plan for aging. It can be an intimidating and emotional subject, but there are many ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Several months before the spectacular collapse of AIG, senior executive Joe Cassano told his ...

In this week's episode of the Financial Planning Podcast, Todd Rovak talks about making fintech software to help financial advisors serve an overlooked segment of the population. Rovak, founder of ...

Editor's Note: In a previous version of this segment, a graphic mislabeled the state of Kansas. We regret the error. This week’s 4.4 magnitude tremor in Los Angeles ...

NASHVILLE, Tenn. (WTVF) — Do you have an estate plan? If so, has it been updated lately? On this episode of Retirement Report host Hank Parrott is joined by his team member Aristotle McDonald to ...