Whether through a charitable trust you help to run, a DAF, or strategic gifts via your will, estate planning can enable you ...

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, ...

One of Joel Ferguson's five children is asking a judge to toss the last four amendments to his trust on grounds he was ...

The One Big Beautiful Bill Act removes uncertainty over tax brackets and estate tax. Families should take time to review ...

When he died at age 71, Hogan (real name Terry Bollea) was living with his third wife, Sky Daily, at his $11.5-million ...

At Financial Planning's recent AI Virtual Summit, Sameer Munshi of EY Consulting discussed how advisors could use the ...

Wealth advisors say handing down real estate is increasingly filled with both financial and emotional pitfalls for families.

This is according to Yael Geffen, chief executive officer of Lew Geffen Sotheby’s International Realty, who believes that ...

The median cost of a traditional funeral with burial and viewing is about $8,300, according to a 2023 report from the ...

When a bank account owner dies, the process is fairly straightforward if the account has a joint owner or beneficiary.

Indian family offices are shifting from wealth accumulation to stewardship—balancing risk, legacy, and purpose. Swati Saxena ...

Third-generation firm leader and managing director at Schechter Investment Advisors shares growth outlook for the RIA space, ...