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

If you worry about how your children will handle an inheritance, you're not alone. Luckily, you have options — from lifetime ...

According to recent reports, American women over 60 currently control approximately $8 trillion in assets, and nearly $40 trillion is expected to transfer to widows in the coming decades. This ...

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

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

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 ...

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

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

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

Our relationships with money can reflect generational perspectives. Edmund H. Moore, PhD was inspired to link financial ...

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 ...