When you’re creating a strategic family tax plan, it’s important to note that your business structure may be one of the most ...

Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

Michael T. Clear and Erin D. Nicholls of Wiggin and Dana LLP discuss estate planning among company founders and entrepreneurs, focusing on core planning, business continuity and liquidity, and ...

Charles Schwab has made a strategic minority investment in estate planning platform Wealth.com, a move that will make the website's tools available to Schwab advisors.

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the ...

Ready to secure a legacy? Build generational wealth with these 4 simple steps — set up a strong financial foundation, invest ...

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

A house on Alaska Avenue in Cincinnati's Avondale neighborhood is central to one planner's protests over HUD's possible ...

Whether you’re just starting out, managing a career and family, or planning for retirement, investing wisely is key to achieving long-term security.

For single-family offices (SFOs), the mission often extends beyond simple wealth accumulation—it’s about preserving and growing wealth for future generations. Among the many asset classes ...

PETALING JAYA: The intergenerational wealth transfer scheme for Employees ... retirement savings directly to the EPF accounts of close family members, ensuring financial security for future ...