News
Wealth Transfer Poses Existential Threat for Over 40% of U. S. Financial Advisors - Boston Today
9+ hour, 14+ min ago (137+ words) As $84 trillion changes hands, investors signal new expectations for advice, relationships and technology Apr. 15, 2026 at 5: 23am The coming generational wealth transfer represents the largest transfer of assets in history, with over $84 trillion projected to change hands over the next 20 years. As…...
Parenthood Spurs Estate Planning for 44% of Americans - Today in Tulsa
18+ hour, 52+ min ago (231+ words) New survey finds having children is the top reason people create wills and trusts. Apr. 14, 2026 at 10: 36pm A national study by Helton Law Firm in Tulsa, Oklahoma reveals that 44% of Americans with an estate plan created it around the birth of…...
Latitude Regenerative Real Estate Tackles Farm Succession Crisis - Seattle Today
1+ day, 22+ hour ago (332+ words) New models for passing the land forward aim to preserve agricultural knowledge, ecological stewardship, and community identity. Apr. 13, 2026 at 4: 27pm American agriculture is facing a quiet crisis, with nearly half of all U. S. farmland expected to change hands in the next 20 years,…...
Michael Jackson Estate Spends Millions on Prince, Paris & Blanket: 2022 Accounting Report Revealed - Los Angeles Today
4+ day, 7+ hour ago (170+ words) The Legacy of a King: Michael Jackson's Estate and the Complexities of Posthumous Provision Apr. 11, 2026 at 7: 06am This story goes beyond the numbers; it's a reflection of how we grapple with mortality, legacy, and the responsibilities left behind by icons. The…...
Lofty Introduces Homeowner Agent to Proactively Deliver Seller Leads - Phoenix Today
1+ week, 6+ day ago (253+ words) Lofty's new agentic AI tool automatically nurtures homeowner leads to boost agent productivity and win more listings Apr. 1, 2026 at 5: 27pm The real estate industry has long struggled with the challenge of effectively nurturing seller leads and converting them into listings. Homeowner…...
How to Write a Financial Plan: Budget and Forecasts - Palo Alto Today
5+ day, 3+ hour ago (194+ words) Business planning guide covers key components, funding details, and free templates Apr. 10, 2026 at 10: 43am Businesses with well-structured and accurate financial statements are more prepared to pitch to investors, receive funding, and achieve long-term success. This guide equips entrepreneurs with the knowledge…...
Zurich Modernizes Its Trust Protector Policy - Schaumburg Today
1+ week, 4+ day ago (307+ words) Updated master trust coverage helps banks, wealth managers and fiduciaries insure trust-held real estate with less complexity, greater consistency Apr. 3, 2026 at 7: 03pm As trusts gain momentum, Zurich's updated master trust coverage helps financial institutions insure trust-held real estate with less complexity…...
Nevada Man's Estate Probated After Death - Nevada Today
1+ week, 5+ day ago (183+ words) Jerry Richard Brasher's assets to be distributed per legal proceedings. Apr. 3, 2026 at 5: 00am Probate proceedings help ensure a deceased person's final wishes and financial affairs are properly handled, especially when there is no will or trust in place. This case highlights…...
The Biggest Wealth Shift in History Could Transform Your Financial Future - Albany Today
3+ mon, 1+ week ago (319+ words) Learn about the ongoing multi-trillion dollar U. S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning. Published on Feb. 6, 2026 This wealth transfer will influence retirement, investments, and tax strategies for decades…...