Collect wine, art, baseball cards? You’ll need an estate plan.
Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an…
Simple tips to transition from MF distribution to wealth management set up
As investor needs evolve and competition intensifies, MFDs are increasingly finding that a pure distribution model may not…
Key Changes High-Net-Worth Individuals Must Know
Senator Chuck Grassley, a Republican from Iowa, departs following a vote at the US Capitol in … More…
Why you might want to walk away from your inheritance
The kids are gone, time for a new financial plan Once you become an empty nester, you’ll want…
What Average Homeowners Can Learn About Family Trusts by Following Jimmy Buffett’s $274 Million Estate Battle
The ongoing litigation surrounding Jimmy Buffett’s $275 million estate is underscoring how, even with a carefully established will…
Inheritance tax update as chaos in economy could see HMRC make payouts | Personal Finance | Finance
Chancellor Rachel Reeves announced last year that she has plans to make defined contribution pension pots count under…
Thinking legacy: Startup founders take to trusts, estate planning to protect assets, plan succession
With rapid wealth creation, global exposure and maturing business outlooks, founders are no longer just building companies—they’re thinking…
3 end-of-life money mistakes celebrities have made—and how to avoid them
Putting off making end-of-life plans for your finances can lead to expensive legal battles, big tax bills and…
Optimized Strategies Using Bitcoin Life Insurance and Trusts
In today’s crypto for advisors, Zac Townsend from bitcoin life insurance company Meanwhile explains estate planning options for…