Estate and legacy planning will require a new paradigm from the legal and planning community to assist their clients in a ...

Success planning is emerging as a crucial yet often underdeveloped component of wealth management for family offices ...

Pierre teaches that estate planning is more than just deciding who gets what. Anyone can do that on the back of a napkin.

As we step into 2025, it’s the perfect time to set resolutions that will protect your future and ensure peace of mind for you and your loved ones. While estate planning might not be the first thing ...

Building a strategy rooted in legacy requires thoughtful planning and execution. Here are four key steps to guide the process: 1. Identify your passions. Begin by reflecting on what matters most ...

“Sally Michel, Brilliant Legacy,” a fresh and innovative look at the work of Sally Michel (1902-2003), will be on view from Wednesday, Jan. 29 through Sunday, May 4, at the Morris ...

Succession planning is the cornerstone of ensuring the continuity of leadership, governance, and asset ownership in businesses, particularly family-run enterprises, large or small. It is a ...

More than a year after we first told you about the Washington State Black Legacy Institute moving into ... up its public accessibility. They’re planning a February 1st ribboncutting to launch ...