A will is one of the most important legal documents you’ll ever make, and if you’re one of the 68% of Americans without a will, now is the perfect time to create one. August is National Make-a-Will ...

Have you ever wondered how the elite continue to reduce taxes, support their favorite causes and keep their wealth intact? It may seem like they're using a secret playbook. But it's all about using ...

While many use the terms “estate planning” and “legacy planning” interchangeably, the former refers to the transfer of assets and personal belongings following someone’s death, whereas the latter ...

It’s understandable to avoid thinking about the tasks that need to be done before you die, but doing so can make things significantly easier for the people you love. Grief is hard enough without your ...

If you want a blueprint for creating a family legacy, you must take a different route. Start by asking yourself one question: Why? Two couples walk into my office. Both are wearing the same brands of ...

We all want to be proud of the personal and professional legacy we leave behind. The “obituary test” is a powerful tool for determining whether or not you and the organization you’ve put so much time, ...

Leaving a legacy involves passing down values, wisdom, and history to future generations. Key steps include clarifying personal values, establishing financial and educational foundations, and ...

Norm Wironen BS '71, a photography graduate and member of RIT’s Sentinel Society has enjoyed two successful careers—one in photography and a second in finance after earning an MBA. A legacy student, ...

Singing in Unison, Part 13,” now on at the Brattleboro Museum in Vermont, showcases brilliantly the scope of the pair’s ...

Dan Berger, CEO of Berger Communities, joined the Jewish Federation of Greater Philadelphia’s Jewish Federation Real Estate (JFRE) group in March of 2019 in search of “collaboration with high-impact ...