Warner Norcross + Judd Partner Danelle Harrington recommends that people not put off the process of estate planning, or planning for possible disability during one's lifetime and for distribution of ...

Successful companies go through a variety of business cycles. Unfortunately, many in leadership positions don’t plan for those stages and aren’t properly capitalized when a transition occurs. “Without ...

“Where there is the desire to smartly and efficaciously pass the baton that is the family business from one generation to the next, succession planning is essential,” says P.J. DiNuzzo, Founder and ...

Everyone should have an estate plan. Your estate plan is the roadmap in a crisis, providing guidance to loved ones on how to proceed and ensuring your wishes and goals are met. For those with young ...

While mass affluent individuals are confident about how prepared they are for retirement, a recent report from Prudential Financial Inc. shows there’s still more work ahead to ensure a lifetime, ...

In the past year, uncertainty has been a constant for organizations across industries. Economic volatility, technological disruption, supply chain bottlenecks, geopolitical tensions, and a polarizing ...

Between focusing on growing your business to making decisions that benefit your customers, you may be hard pressed to find time to think about retirement. However, two of the most important plans a ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

Last week, Florham Park law firm Pitney Hardin Kipp & Szuch sponsored a seminar entitled Think Before You Link. Pitney Hardin”s Marjorie F. Chertok offered an overview of legal issues the budding ...

California residents face a daunting task when it comes to estate planning, often overwhelmed by a wealth of paperwork and decisions regarding asset distribution. The question that frequently arises ...

Virtually everyone who leads a financial planning firm or practice will admit to engaging in an annual business planning process, and, unfortunately, the percentage who compare their actual results to ...

Happy girl holding 'I'm thankful' sign and looking at camera during Thanksgiving meal with her parents. Thanksgiving is just a few days away and with it comes family gatherings and overindulging.