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 ...

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 ...

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 ...

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 ...

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

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

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