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Globe and Mail Investing • Jun 19, 2025

The rise of giving while living: Advisors play a key role in smart wealth transfer strategies

Many families are increasingly opting to distribute assets during their lifetime, allowing heirs to benefit early while advisors help balance immediate support with preserving over...

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Business Insider Markets • May 20, 2025

Marisa Hochberg, Millennial Advocate, Shares Estate Planning Lessons as $84 Trillion Wealth Transfer...

Marisa Hochberg highlights the importance of early preparation amid a massive transfer of wealth between generations, emphasizing strategic planning and brand management to assist...

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