That’s where financial legacy planning comes in. It’s a term often used interchangeably with estate planning, but there are key differences. While estate planning provides the foundation for ...

As you ponder passing down financial assets to your heirs, you may want to consider passing down your values as part of the ...

Michael T. Clear and Erin D. Nicholls of Wiggin and Dana LLP discuss estate planning among company founders and entrepreneurs ...

She also touched on how the rise in sudden untimely deaths has made many startup founders rethink the timing of the legacy planning exercise. She shared the example of a young, unmarried e ...

Voya Financial integrates Empathy LifeVault™ into its benefits ecosystem, marking a major expansion for Empathy’s newest product and redefining the future of legacy planning NEW YORK ...

In The Spirit of Wealth Preservation, Ken Polk presents a groundbreaking philosophy to help families simplify the process of crafting a legacy, planning with purpose, and building ...

Estate planning for an art collection is as much about financial prudence as it is about honoring a legacy. Thoughtful planning ensures that a collection is preserved in accordance with the ...

Voya Financial integrates Empathy LifeVault™ into its benefits ecosystem, marking a major expansion for Empathy’s newest product and redefining the future of legacy planning NEW YORK — Empathy, the ...

NEW YORK (April 15, 2025)—The Spirit of Wealth Preservation: Leverage Your Finite Life for the Infinite Good by Ken Polk is now available on Amazon. The book is published with Forbes Books ...

TAIPEI, TAIWAN - Media OutReach Newswire - 18 April 2025 - On April 9-10, 2025, Infinity Financial Advisory was invited to collaborate with Dreamer Group to deliver exclusive estate and legacy ...