Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

April 22, 2025 /PRNewswire/ -- Global Wealth Management (GWM ... including retirement income planning, advanced tax strategies, Social Security optimization, estate planning coordination ...

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

The principles of sovereign wealth management must be applied systematically to be effective. This begins with a jurisdiction ...

LONGVIEW, Texas (KETK) — A Longview man was sentenced to 80 years in prison on Wednesday after pleading guilty to sexually assaulting a six-year-old girl for four months in 2023. According to ...

The absence of structured estate plans, formalized succession strategies, and governance frameworks exposes this wealth to the all-too-familiar pitfalls of erosion, legal disputes, and fragmentation.

Many of these families implement strategies that enable them to use the wealth they currently have to grow an even larger net worth, ensuring they can pass down wealth for generations to come.

BOULDER, Colo., April 10, 2025 /PRNewswire/ -- TIFIN AG, a leading provider of artificial intelligence (AI) and growth science solutions for the wealth management industry, today announced a ...

LONGVIEW, Texas (KLTV) - The City of Longview is preparing to bring back its recycling program. A fire ravaged Rivers Recycling, the current facility in Kilgore, last June. A new facility, the ...

This is a major paradigm shift: financial plans that prioritize wealth preservation are replacing strategies that just focus on wealth accumulation. The wealth of UHNIs and the super-rich will not ...

They hire financial advisors to give them the best strategies and insights for building ... When Evan Luongo, CFP, founder and lead advisor at NoDa Wealth Management, works with his high net ...