There’s also a need to think ahead about managing your money amid the ‘great wealth transfer,’ which could see older adults ...

In addition to estate planning, Marla has a busy guardianship practice. She frequently represents clients who are petitioning ...

Several indicators seem to be signaling that a recession is near. A measure of consumer confidence fell to its lowest level ...

It's no secret that more and more CPAs are offering financial services to their clients.

An annual financial checkup is a proactive step toward achieving and maintaining financial health. By systematically ...

Premium finance represents a powerful solution for high-net-worth foreign nationals looking to preserve wealth while ...

Holding a family meeting to share your intentions is a critical step too often skipped. Here are some tips from Bank of ...

Ring-fencing is a strategic mechanism to protect one's estate from risks such as family disputes, marital conflicts, or ...

Here are the estate planning moves you should consider making ... CIO and co-founder of Spectrum Wealth Management. “Lower valuations allow individuals to transfer more shares while staying ...