Estate Planning
2 articles
Sustainable Finance
Who Takes Over the Business If You Cannot? Alatsas Law Firm Builds a Succession Plan Before the Handoff
For business owners in Brooklyn and Queens, the question of legacy is paramount. A solid business succession plan is a critical component of the best estate planning for middle-income families, and Alatsas Law Firm has b…
Sponsored by Alatsas Law Firm·October 12, 2026
Venture & Growth
Why Digital Asset Protection Is the #1 Threat to Your AUM in 2026
Undocumented digital estates are the primary threat to financial advisors' AUM by 2026, leading to significant client attrition among heirs and widows during the Great Wealth Transfer. A holistic approach to safeguarding clients' digital lives, beyond traditional portfolio management, is crucial for advisors to remain indispensable.
Sponsored by Ironclad Family·August 24, 2026