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Updating your estate plan may involve different professionals, i.e., estate planning attorney, 401k administrator, insurance agent and wealth adviser.

At the core of business families, there’s a juggling act, balancing growth, innovation, and preserving family values and one thing's for sure: building - Olufunke Olumide. December 12, 2023

The term “Great Wealth Transfer,” has been tossed about in the media for some time but trends are showing that as we live longer, the likelihood of passing on an inheritance reduces accordingly. Longer lives coupled with the high cost of end-of-life health care can deplete savings quickly. So, between your mom’s free will to deal with her assets any way she chooses and the high cost of dying, just enjoy mom and, if you receive an inheritance at some later date, count it as a gift and not an entitlement.       

As the average age of billionaires rises, trillions of dollars will soon switch hands. UBS's Billionaire Ambitions Report has found that new billionaires are mo

It's never too late to start planning, and with the right approach and resources, you can make the most of your financial capabilities to secure your present and future.