Estate

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Retrieved on: 
Monday, January 22, 2024

Wealth.com , the industry’s leading estate planning platform, today announced Farther , the nation’s leading technology-centric wealth management firm has made wealth.com available to all advisors and their clients as its go-to estate planning solution.

Key Points: 
  • Wealth.com , the industry’s leading estate planning platform, today announced Farther , the nation’s leading technology-centric wealth management firm has made wealth.com available to all advisors and their clients as its go-to estate planning solution.
  • This commitment extends to the incorporation of wealth.com’s estate planning platform, reinforcing Farther’s dedication to providing a truly comprehensive approach to managing significant wealth.
  • Caring.com’s 2023 Wills and Estate Planning Study revealed an alarming statistic: 54 percent of the wealthiest and most highly educated Americans lack an estate plan, often due to procrastination.
  • “Just as retirement planning has become part of the financial planning process, we aspire to establish the same for estate planning,” said Taylor Matthews , CEO and co-founder of Farther.

Caring.com Study Finds 4 in 10 Americans Don't Think They Have Enough Assets to Create a Will

Retrieved on: 
Monday, January 22, 2024

CHARLOTTE, N.C., Jan. 22, 2024 /PRNewswire-PRWeb/ -- Caring.com, a leading senior living referral service and the nation's top site for senior care reviews, published its annual Wills & Estate Planning Study that explores estate planning in the U.S. and the reasons Americans do or do not engage in this end-of-life planning process. In the 2024 survey, responses from over 2,400 American adults indicated that only 32% have a will – a decrease of 6% since 2023 and the lowest rate of estate planning since 2020.

Key Points: 
  • "While many Americans feel anxiety about the economy, it's a serious misconception that they think they do not have sufficient assets to justify an estate plan," says Jim Rosenthal, CEO of Caring.com.
  • The prevalence of estate planning among Black Americans has risen from 26% in 2020 to 31% in 2024, an increase of 19%.
  • Other key highlights from this year's study include:
    Younger Americans are 50% more likely to have an estate plan than in 2020.
  • Caring.com has conducted its annual Wills & Estate Planning Study since 2015 to educate American adults and raise awareness about the importance of estate planning.

Chip Pearce Collector Car Auctions Announces Public Auction of Rare Kershaw Estate Collection

Retrieved on: 
Wednesday, January 17, 2024

MONTGOMERY, Ala., Jan. 17, 2024 /PRNewswire-PRWeb/ -- Chip Pearce Collector Car Auctions and AuctionbyPearce are set to host a public auction featuring a unique collection of vintage automobiles, trains, and collectibles. This significant event showcases the estate of the late Royce G. Kershaw Jr., offering a rare glimpse into a hidden treasure trove of automotive and rail history.

Key Points: 
  • Chip Pearce Collector Car Auctions Offers Rare Vintage Automobiles, Trains, and Collectibles from the Estate of Royce G. Kershaw Jr.
    MONTGOMERY, Ala., Jan. 17, 2024 /PRNewswire-PRWeb/ -- Chip Pearce Collector Car Auctions and AuctionbyPearce are set to host a public auction featuring a unique collection of vintage automobiles, trains, and collectibles.
  • The upcoming auction by Chip Pearce Collector Car Auctions showcases an impressive range of vintage automobiles and trains, each with its own unique history and appeal.
  • Larry "Chip" Pearce, the driving force behind Chip Pearce Collector Car Auctions, brings unparalleled expertise to the field of collector cars.
  • The auction's online nature broadens its reach, inviting international bids and increasing the event's significance in the collector car and train communities.

Former Yahoo Exec Joins Climate Risk Fintech

Retrieved on: 
Tuesday, January 9, 2024

Climate X, a leading company in climate risk analytics for the financial industry, appoints Iván Markman to their Advisory Board.

Key Points: 
  • Climate X, a leading company in climate risk analytics for the financial industry, appoints Iván Markman to their Advisory Board.
  • In a significant development for Climate X, Iván Markman brings over two decades of experience in technology and transformative business growth as he joins the Advisory Board.
  • Iván’s demonstrated track record in facilitating expansion speaks for itself – we’re excited.”
    Climate X's solutions are transforming the way the financial and real estate sectors approach climate risk.
  • By delivering detailed projections of climate impacts, Climate X’s platform, Spectra, equips companies to shield their investments and adhere to strict regulatory requirements for environmental risk reporting.

Australian real estate trailblazers secure 5 wins at 18th PropertyGuru Asia Property Awards Grand Final

Retrieved on: 
Tuesday, December 26, 2023

Marum Estate by Sir Stamford Raffles (Cambodia) Co., Ltd. - Cambodia

Key Points: 
  • Marum Estate by Sir Stamford Raffles (Cambodia) Co., Ltd. - Cambodia
    Marum Estate by Sir Stamford Raffles (Cambodia) Co., Ltd. - Cambodia (REGIONAL WINNER)
    Aurelia Residences by Shang Robinsons Properties, Inc. - Philippines (REGIONAL WINNER)
    Wyndham Grand Residences Wongamat Pattaya by Habitat Group Co., Ltd. - Thailand
    Zhuhai Huafa Sky Hill Mansion by Zhuhai Huafa Properties Co., Ltd. - Mainland China
    Layton at NavaPark by PT.
  • Bumi Parama Wisesa, Hongkong Land & Sinar Mas Land Joint Venture - Indonesia
    Central Market PIK by Agung Sedayu Group and Salim Group, curated by Amantara - Indonesia (REGIONAL WINNER)
    AIA East Gateway by AIA Company Limited.
  • - Thailand
    Mean Chey Avenue by RM Commercial Co., Ltd. - Cambodia
    The EmSphere Shopping Complex by The EM District Co., Ltd. - Thailand
    Grand Hyatt Manila Residences South Tower by North Bonifacio Landmark Realty and Development Inc. - Philippines (REGIONAL WINNER)
    Grand Dunman by Grand Dunman Pte.
  • Ltd. - Singapore
    Wyndham Grand Residences Wongamat Pattaya by Habitat Group Co., Ltd. - Thailand
    Marum Estate by Sir Stamford Raffles (Cambodia) Co., Ltd. - Cambodia (REGIONAL WINNER)
    Pavara Khiri Collection by Pavara Development Co., Ltd. - Thailand

Real estate exemplars succeed at the 18th PropertyGuru Asia Property Awards Grand Final

Retrieved on: 
Monday, December 11, 2023

Marum Estate by Sir Stamford Raffles (Cambodia) Co., Ltd. - Cambodia

Key Points: 
  • Marum Estate by Sir Stamford Raffles (Cambodia) Co., Ltd. - Cambodia
    Marum Estate by Sir Stamford Raffles (Cambodia) Co., Ltd. - Cambodia (REGIONAL WINNER)
    Aurelia Residences by Shang Robinsons Properties, Inc. - Philippines (REGIONAL WINNER)
    Wyndham Grand Residences Wongamat Pattaya by Habitat Group Co., Ltd. - Thailand
    Zhuhai Huafa Sky Hill Mansion by Zhuhai Huafa Properties Co., Ltd. - Mainland China
    Layton at NavaPark by PT.
  • Bumi Parama Wisesa, Hongkong Land & Sinar Mas Land Joint Venture - Indonesia
    Central Market PIK by Agung Sedayu Group and Salim Group, curated by Amantara - Indonesia (REGIONAL WINNER)
    AIA East Gateway by AIA Company Limited.
  • - Thailand
    Mean Chey Avenue by RM Commercial Co., Ltd. - Cambodia
    The EmSphere Shopping Complex by The EM District Co., Ltd. - Thailand
    Grand Hyatt Manila Residences South Tower by North Bonifacio Landmark Realty and Development Inc. - Philippines (REGIONAL WINNER)
    Grand Dunman by Grand Dunman Pte.
  • Ltd. - Singapore
    Wyndham Grand Residences Wongamat Pattaya by Habitat Group Co., Ltd. - Thailand
    Marum Estate by Sir Stamford Raffles (Cambodia) Co., Ltd. - Cambodia (REGIONAL WINNER)
    Pavara Khiri Collection by Pavara Development Co., Ltd. - Thailand
    NOTE: Use of the PropertyGuru Asia Property Awards logo is limited to the publication of this article only.

U.S. Polo Assn. Supports Star-Studded 'Boo-Yah' Night for The V Foundation for Cancer Research

Retrieved on: 
Thursday, December 7, 2023

The V Foundation is named for legendary basketball coach Jim Valvano and was created with one goal in mind - Victory Over Cancer(R).

Key Points: 
  • The V Foundation is named for legendary basketball coach Jim Valvano and was created with one goal in mind - Victory Over Cancer(R).
  • "Boo-Yah, A Celebration of Stuart Scott" raised nearly $2.4 million, bringing the three-year total to over $5 million for game-changing cancer research.
  • "The Boo-Yah event and the V Foundation for Cancer Research are perfectly aligned with U.S. Polo Assn.
  • Not to mention, we are extremely proud to support cancer research with the V Foundation and to have access to this incredible sponsorship opportunity through our strategic partnership with ESPN."

Legacy Trustee Ltd Partners with Prominent Financial and Educational Collaborators in Labuan International Business and Financial Centre on Wealth Management Portfolio

Retrieved on: 
Wednesday, November 15, 2023

The wealth management involves some strategic management of financial assets, to achieve an individual and family financial goals.

Key Points: 
  • The wealth management involves some strategic management of financial assets, to achieve an individual and family financial goals.
  • As Labuan IBFC is a leading international business and finance centre that offers a wide range of financial products and services, including the new in demand wealth management mechanism named Labuan Foundations.
  • The Malaysian government, through Labuan Financial Services Authority ("Labuan FSA"), having a wide array of financial products and services, and skilled workforce, is committed to developing Labuan as a world-class sustainable financial centre.
  • He added, "Today's MoU symbolises our commitment to enrich wealth management, estate planning, and cross-financial institutional and legacy academy collaborations.

Westcoast Wills Announces Final Event in Estate Planning Series in North Vancouver

Retrieved on: 
Wednesday, December 13, 2023

The final event in the Estate Planning Series, scheduled for January 22, 2024, is titled "Estate Planning 101."

Key Points: 
  • The final event in the Estate Planning Series, scheduled for January 22, 2024, is titled "Estate Planning 101."
  • It will focus on basic estate planning strategies to minimize estate taxes and safeguard the smooth transition of assets to beneficiaries.
  • As with former events in the series, the event will be held at the Parkgate Public Library in North Vancouver.
  • Attendance at the Estate Planning Series event is complimentary, but pre-registration is required.

BiggerPockets Podcast Network Moves to Cumulus

Retrieved on: 
Thursday, December 21, 2023

NEW YORK, Dec. 21, 2023 (GLOBE NEWSWIRE) -- Cumulus Media (NASDAQ: CMLS) today announced that the podcasts from BiggerPockets, the leading network and community in the real estate investing space, join the Cumulus Podcast Network. BiggerPockets helps those interested in finding financial freedom through real estate investing by providing useful tools, education, and support with their network of six podcasts that garner more than four million downloads each month, with two of the top-20 ranking podcasts. The Cumulus Podcast Network markets and monetizes the BiggerPockets podcasts.

Key Points: 
  • NEW YORK, Dec. 21, 2023 (GLOBE NEWSWIRE) -- Cumulus Media (NASDAQ: CMLS) today announced that the podcasts from BiggerPockets, the leading network and community in the real estate investing space, join the Cumulus Podcast Network.
  • The Cumulus Podcast Network markets and monetizes the BiggerPockets podcasts.
  • BiggerPockets Real Estate Podcast is the #1 real estate investing podcast and the network’s largest and longest-running podcast, breaking down real estate investing strategies that work—from deep-dive interviews to coaching calls, news analysis, and more.
  • Hosted by David Greene and Rob Abasolo, the podcast drops every Monday, Wednesday, and Friday.