Many of our clients choose to set up revocable living trusts as part of their estate plan, often with the primary goal of ...

The key word in generational wealth is the first: generational. For that to happen, your children or other recipients have to ...

What’s one thing we should do to create generational wealth in our community? Let us know your thoughts in the comments.

Estate planning is one of the hardest things you might ever have to do. Leaving a financial legacy behind for your loved ones ...

It can mean having a stable, well-paying job that allows parents to build a college fund for their children or avoid the cycle of paycheck-to-paycheck living. At its core, generational wealth is ...

“Wyoming generational investment account-2,” on third and final reading Wednesday. State Treasurer Curt Meier said he believed the bill, as initially introduced, and the trust fund it ...

But you may want to consider a living trust instead for these reasons ... 35% of Americans don't plan on discussing the transfer of wealth with their families. But talking through your estate ...

Objectively speaking, the Canadian economy isn’t in great shape right now. High food and rent costs, stagnant wages, immigration challenges, the threat of tariffs, and falling GDP per capita all point ...

When it comes to building a profitable asset and wealth management company, industry experts suggest that factors such as trust, performance, and client relationships play a crucial role.

A historic shift is underway—over the next 20 years, the United States will experience the largest transfer of wealth in history.