A Willful Shift: New Data Shows Increased Growth in Estate Planning - Capital Legacy

Why succession planning is a vital part of being a leader

While it can be easy to dismiss succession planning, three firm owners have stressed that failing to prepare for the future risks undermining the very culture, values, and momentum you’ve worked so hard to establish.

A willful shift: New data shows increased growth in estate planning - Capital Legacy

Just a few years ago, most people still thought that a last will and testament was only for the wealthy or elite. New research shows that ongoing consumer education is paying off as more and more people start to understand that getting their wills drafted is an important and essential step in securing their legacy and their family’s future. Read more...

A Willful Shift: New data shows increased growth in estate planning

Just a few years ago, most people still thought that a last will and testament was only for the wealthy or elite. New research shows that ongoing consumer education is paying off as more and more people start to understand that getting their wills drafted is an important and essential step in securing their legacy...