The potential impacts of proposed Trump-aligned tax reforms on estate planning means families and advisors must proactively ...

Discover the importance of estate planning to protect your family from legal complexities and financial burdens.

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.

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 ...