Blended families can thrive with good planning. Talk early, document everything, and work with a qualified estate attorney. A ...

As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift ...

Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families ...

These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...

For estate-planning professionals, the RRE rule creates a new compliance burden that will require additional due diligence, ...

Many wonder what will happen after they die. Will their heirs be well-positioned financially? Will their home be sold? What ...

Learn how the Nelson case validates tiered discounts in complex ownership structures, creating new tax efficiency for wealthy ...

All I could think of was what would happen to our sons if something were to happen to my husband and me. We agreed on ...

With the bustle of all the time spent living, it becomes easy to turn away from difficult conversations about a relative’s ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

Unlike traditional investments held by banks or custodians, crypto assets are controlled through private keys and digital ...

Setting up a trust document is just the beginning. Without transferring your assets into that trust — a process called ...