In the heart of every family-owned enterprise lies a story of hard work, dedication, and a vision for the future. These businesses not only represent a significant portion of the economy but also ...

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.

(WJHL) Lance Evans with Legacy Life Planning, shares with us how Legacy Life Planning can be your strategic financial advisor! Please click on and watch the video to find out more about Legacy Life ...

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 companies ...

One of the most effective ways to prepare for such a life-changing event is through comprehensive financial planning. The death of a spouse is one of life’s most devastating events. The overwhelming ...

Tulsa city leaders said they're adding legacy planning to their free financial wealth-building coaching program.

For many families that have built their wealth through a closely held business, succession planning is often assumed, as if it will naturally occur when the time comes. In reality, for it to be done ...

We’re heading into the thick of the $90 trillion “Great Wealth Transfer,” which will see millions of people belonging to the Gen X, millennial and Gen Z cohorts inherit money from their boomer loved ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

• Connect with younger generations—and potential future clients—through family meetings and other types of outreach. Many of your affluent clients and prospects are thinking more and more about legacy ...