Millions are set to inherit during the $90T Great Wealth Transfer—here's what smart legacy planning with an advisor looks ...

It is a talk that often gets put off or avoided, and for too long. Talking to your heirs about their future wealth may not be ...

Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring ...

Understanding your own financial story can help you reinforce — or rewrite — the narrative you pass down and equips you to ...

The legacy of slavery in America remains a divisive issue, with sharp political divides. Some argue that slavery still ...

African American communities have long faced systemic barriers to building wealth — from discriminatory lending practices to ...

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

In a world increasingly shaped by economic volatility and a global chase for both yield and certainty, a quiet revolution is ...

Tim Duncan $100M net worth, NBA salary of $242M, real estate investments, car business, and the Tim Duncan Foundation’s impact on communities.

The Wealth Management and Legacy Planning Program emphasizes a holistic approach, integrating financial, emotional, and ...