True legacy is not just in the success of our endeavors, but in the impact that we have made on others around us. We can leave an “intentional legacy” in the world by making a positive impact on the ...

Q: What should I be thinking about to allow my family access to my digital assets should I pass away? A: The outline for leaving physical assets behind to your heirs or estate is well laid out, but ...

I believe there are two versions of purpose. Big P Purpose is audacious and goal-oriented. It has an all-or-nothing focus and often leaves us chasing huge, distant outcomes. The end result, more often ...

Running an agency is no small feat—it takes dedication, creativity and a lot of hard work. But beyond the day-to-day hustle, your agency holds the potential to be so much more. It can be the vehicle ...

Enduring brands like Barbie and DeLorean succeed not by relying on nostalgia alone, but by turning legacy into leverage, blending cultural capital with innovation and infrastructure. The most ...

Creating the kind of wealth that sustains generations might feel like mastering a puzzle box. You can envision the finished picture, but you’re not sure how to fit the pieces together. When it comes ...

Several years ago, one of my MBA students announced in class that she “would never work with her father” in their family business. She shared how they’d recently had a heated discussion about work ...

Low and moderate-income residents can now access free, one-on-one legacy planning services through the United Way of Summit ...