While many use the terms “estate planning” and “legacy planning” interchangeably, the former refers to the transfer of assets and personal belongings following someone’s death, whereas the latter ...

Leaving a legacy involves passing down values, wisdom, and history to future generations. Key steps include clarifying personal values, establishing financial and educational foundations, and ...

It’s understandable to avoid thinking about the tasks that need to be done before you die, but doing so can make things significantly easier for the people you love. Grief is hard enough without your ...

Norm Wironen BS '71, a photography graduate and member of RIT’s Sentinel Society has enjoyed two successful careers—one in photography and a second in finance after earning an MBA. A legacy student, ...

Transferring wealth successfully across generations is one of the most complex challenges facing wealthy families. Research shows that about 70% of wealth transfers fail, not due to poor planning, but ...

When most people think of legacy planning, they think of wills, trusts, and financial inheritances. But according to Tiana Ronstadt—financial planning expert and founder of Power Women Investing—a ...

Muhammad Anas Ali is a young entrepreneur who has defied the conventional norms to carve out his path to success, and now he wants to share his knowledge with others. Ali is only 24 years old, but he ...

Mallory Vredeveld, 38, has the words, “What is Legacy?” written and displayed in her bathroom, and she and her sister Maddison Husted, 36, think of these words when considering what they’d like to ...

I founded my company in 2015 in a male-dominated industry. My vision was equality. I wanted my legacy to be one of treating employees equally and creating benefits that recognized the importance of ...