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Be Proactive: Jumpstart Planning with Elder Law Month Resources
May 01, 2024 12:21 ET | Foster Swift Collins & Smith
Lansing, Mich., May 01, 2024 (GLOBE NEWSWIRE) -- National Elder Law Month was declared by President Kennedy to help bring awareness to senior care. To help seniors and their families make...
Virtú Investments Launches VRX, a Unique and Tax-Efficient Real Estate Exchange Platform
April 09, 2024 09:01 ET | Virtú Investments
Virtú Investments launches tax-efficient real estate exchange, enabling tax-deferred reinvestment into multifamily assets and professionally managed fund
PLI Treatise Addresses Income Tax Opportunities and Traps for Transfers After Death
March 27, 2024 12:21 ET | Practising Law Institute
New PLI Press treatise is an essential resource for tax practitioners and others who advise on estate and income tax matters
Study Finds American Businesses Undervalued by More than 15%
February 29, 2024 12:00 ET | Capitaliz
Denver, Feb. 29, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced findings from its latest Value Potential Index™ (VPI)....
SEIA Welcomes April
SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning
February 21, 2024 09:00 ET | Signature Estate & Investment Advisors
Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and...
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LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
February 20, 2024 09:00 ET | LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
Capitaliz Hires Former Business Enterprise Institute CEO to Lead Americas
February 07, 2024 09:00 ET | Capitaliz
Denver, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Capitaliz, a digital platform for business valuation, succession, and exit planning, today announced Jared Johnson as its President, North America. In this...
Capitaliz Unveils Dynamic Revaluation Feature to Help Business Owners and Their Advisors Maximize Business Value
December 13, 2023 08:00 ET | Capitaliz
Denver, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Capitaliz, a leading digital platform for exit planners to deliver scalable business valuation, succession, and exit planning outcomes, today launched its...
Navigating the Rising Long-Term Care Insurance Premiums Amid Growing Life Expectancy in the US
October 06, 2023 09:48 ET | Research and Markets
Dublin, Oct. 06, 2023 (GLOBE NEWSWIRE) -- Following the shocking news that the average life expectancy for Americans has reached 76.4 years, and the controversial federal decision that witnessed an...
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Fintech Startup Origin Acquires MyAdvocate Assets to Expand Financial Wellness Platform, Make Estate Planning Easy and Affordable
October 04, 2023 09:00 ET | Origin
Financial wellness startup Origin announced that it has acquired NYC-based MyAdvocate, which provides an online estate planning tool.