How Three FinTech Startups Are Disrupting Retirement Planning, Blending Human And Tech
These FinTechs offer easy onboarding processes, low minimum investment requirements, lower fees, and user-friendly interfaces.
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6 ways to use a trust in estate planning
The increased focus on trusts by the SA Revenue Service raises the question of whether trusts should still be used in estate planning or not.
The miseducation of the millennial financial advisor
Sometimes, no matter how good you are at advising, you won’t excel unless you can sell and bring in clients.
Estate Planning Before 2020 Election: Maybe Only One Spouse Should Make Gifts
No predictions about the 2020 election, but if the Dems win, and if they get enough control over Congress, they’ll try to pass harsh estate tax reform
Bitcoin Inheritance Solution? Startup to Make Passing on BTC Easy
A startup focused on Bitcoin management has launched a service to make passing on Bitcoin as part of inheritance easier.
Prince William Opens Up About His Massive Inheritance: ‘I’m Not Going To Rock The Boat’
Prince William is commenting on a rarely talked about subject amongst the British royals — his inheritance.
Family Traditions Can Be As Important As Legal Documents In Estate Planning
When planning for our families, practicality is usually the first thing that comes to mind, but that means traditions can fall by the wayside.
