This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

The complexity of art and collectibles planning means procrastination can be costly. As market conditions, tax laws, and ...

Mexican real estate trusts Terrafina and Fibra Inn on Friday said they would remove lender CIBanco as their trustee, after ...

Amanda Carter is a well-known name in the real estate scene, especially in Hervey Bay, where she has earned a reputation for ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Choosing the right person to manage the assets you leave behind can be just as important as selecting who will inherit your ...

Learn how to protect your pets' future with expert legal tips! Discover pet trusts, naming caregivers, and estate planning ...

According to the company CEO, the effort is part of Trust & Will’s ongoing efforts to make advisors part of its service. “Most of our business has been focused on the direct-to-consumer side,” said ...

Key issues relating to community property (and quasi-community property) that counsel should consider when preparing an estate plan for married clients and clients who are registered domestic partners ...

The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the ...

Florida-based RIA Rossby Financial is also bolstering its appeal for tech-focused advisors with a new integration partnership ...

Succession planning is an important strategic process for any business to undertake, but it is especially important for ...