legacy-planning

The Globe and Mail

2 days ago

Graphic design

What to consider before rebranding your practice

Rebranding is crucial for advisors to ensure consistent messaging and long-term business growth. [ more ]

London Business News | Londonlovesbusiness.com

3 weeks ago

Marketing

Five ways to secure your legacy in the digital age - London Business News | Londonlovesbusiness.com

Managing your digital legacy is crucial for preserving memories and ensuring your online wishes are honored after you're gone. [ more ]

www.nytimes.com

1 month ago

Digital life

Rupert Murdoch's Game of Thrones

Rupert Murdoch is embroiled in a secretive battle with three of his children over the control of the family trust, raising concerns about the future of their media empire. [ more ]

New York Post

4 months ago

Artificial intelligence

I have just weeks left to live - but thanks to AI, my family can talk to me forever

Michael Bommer uses AI to preserve his memories and voice for his family after his passing. [ more ]

San Francisco Bay Times

6 months ago

SF LGBT

Love and Legacy: Crafting an Estate Plan That Reflects Your Deepest Values - San Francisco Bay Times

Reflect on personal values and community dynamics when crafting an estate plan.

Understand evolving legal landscape, including marriage equality implications, for LGBT estate planning. [ more ]

www.housingwire.com

2 months ago

Business

More than 25% of retired investors are paying down mortgage, credit card debt

A significant portion of retired investors are still paying off mortgages and credit card debts, facing economic stressors and inflation worries.

Retired investors are adjusting their spending habits and withdrawal amounts from retirement accounts to cope with economic constraints.

There is an increasing trend among retired investors in implementing strategies to protect against market risks and engaging in legacy planning discussions. [ more ]