Is Your Client’s “Check Estate Plan” Light On?

Published on April 10, 2026

Why routine maintenance is needed when managing estate plans and trusts.

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Ares Plans a Smaller Private Credit Fund With Less Leverage

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A smaller target size means a faster timeline for funds like Ares to raise and deploy capital.

OneDigital Warns Clients of Alleged Salesforce Data Breach

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According to a notice with the Maine Attorney General, the alleged data breach concerned OneDigital client information stored at Salesforce, its customer relationship management platform.