Ssuccession planning is as vital as any other organizational process. But it currently feels outdated—almost prehistoric.

Carson Group, one of the nation’s largest registered investment advisors, is buying one of its partner practices as part of a ...

In the decades since Dennis Pettinelli founded Pettinelli Financial Partners it has grown to $750 million in assets under management for more than 500 advisory clients. But a multi-year plan for ...

While the idea of philanthropic succession planning may seem daunting, it can be much simpler than you might expect. Many philanthropic leaders hesitate, fearing a complex and time-consuming process.

Set to take effect between 2025 and 2027, reforms to Agricultural Property Relief (APR), Business Property Relief (BPR), and ...

Just as we can all learn from Warren Buffett's investing strategies, his estate plan also offers some valuable lessons.

Think estate planning can wait? Here’s the thing: putting off or delaying estate planning can leave your loved ones in a ...

Polly Dobbs, owner of Dobbs Legal Group, specializing in estate planning and farm succession, offers several guidelines. During the online Top Producer Summit, Polly Dobbs and Paul Neiffer will ...

There are all sorts of reasons farmers are lax about succession planning. Maybe the patriarch doesn’t want to give up control or face mortality. Maybe some of the kids don’t get along or the ...

To find out about the current state of succession planning, WealthManagement.com and Informa Engage recently conducted an in-depth survey involving advisors across all distribution channels.

The Genesee Valley Conservancy will offer a free workshop in January for farmers and farm families interested in succession ...