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News
Willow Announces Pilot Program to Develop Digital Estate-Planning Platform
4+ day, 17+ hour ago (542+ words) working with five boutique trusts and estates firms as it develops technology for digital estate-planning...develops a digital platform designed around the evolving requirements of electronic estate planning....Electronic estate planning has gained legislative momentum in recent years....based…...
Indiana Free Library announces free programs for week
1+ week, 2+ day ago (173+ words) Indiana Gazette Online The Community Center is...The Indiana Free Library invites the public to its free programs for the week beginning Tuesday....
JLL Income Property Trust Fully Subscribes Diversified DST Program
1+ week, 1+ day ago (319+ words) The Globe and Mail JLL Income Property...Trust Fully Subscribes Diversified DST Program Jones Lang LaSalle Income Property Trust Inc Class I-A...Trust announced it had fully subscribed its $197 million JLLX Diversified 11 Delaware Statutory Trust program...The program underscores the…...
Henley & Partners’ Dominic Volek: Residence, Citizenship And Education Planning For India’s Global Families
1+ week, 5+ day ago (1628+ words) A Broader Wealth Planning Conversation Volek used Henley & Partners’ “wheel of wealth planning” to show...The presentation placed them alongside investment strategy, tax planning, trusts and estates, succession...Where someone can live, work or study can affect decisions elsewhere in…...
Wealth.com secures &Partners deal as estate planning tech surges
6+ day, 7+ hour ago (527+ words) firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning...solution, giving more than 100 advisors access to a single, standardized planning system....the Labor Day weekend, lets &Partners advisors review clients' existing estate documents,…...
Dubai Top Real Estate Sales Trainer - Olga Sinenko Launches New Sales Training Programs for Agents &
1+ week, 6+ day ago (266+ words) Sales Trainer Complete Dubai Real Estate Sales System Dubai Secondary Market Sales System Dubai Off plan...FOR REAL ESTATE AGENCIES, the Academy runs a corporate program bringing the same systems directly to...sales teams, alongside one-on-one SOS Strategy Sessions and…...
The Plan for Updating Your Estate Plan on Coast Live
5+ day, 18+ hour ago (134+ words) WTKR The Plan for Updating Your Estate Plan on Coast...Live HAMPTON ROADS, VA—How often should you review your Estate plan?...
Has the Wealth Plan? Wealth Planning for Asia's Wealthy Families
1+ week, 6+ day ago (1664+ words) From Products to an Integrated Plan The panel began with a gap between the complexity of modern family...wealth and the way it is often planned....Recent Manulife research cited by the chair found that 17% of respondents had a fully…...
&Partners Selects Wealth.com as Enterprise-Wide Estate Planning Platform
6+ day, 1+ hour ago (210+ words) Firmwide rollout gives more than 100 advisors modern planning technology, dedicated enablement and ongoing...support Early engagement has included advisors using Wealth.com for their own estate plans and extending...The rollout is designed to make estate planning part of the…...
succession planning
1+ week, 5+ day ago (13+ words) Rugby Victoria Rugby Victoria are proud a part of Rugby Australia...