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

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

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

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 ...

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

Adding inappropriate provisions or unnecessary instructions to this all-important document can lead to confusion, delays, and ...

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

Lancaster-based firm Morecambe Bay Wills & Estates, which also incorporates Lancaster Wills, Kendal Wills and North Wales Wills, has once again been recognised on the national stage after being named ...

Here's the Allworth Advice: Helping your kids doesn't have to mean handing them a blank check. By being thoughtful, setting ...

As wealthy parents consider the transfer of real estate assets to their descendants, a multitude of considerations arise. From tax ...

The Santa Clarita Planning Commission approved a pair of changes in Canyon Country: an industrial warehouse conversion off ...