The resource underscores how a carefully drafted revocable living trust functions in Illinois and highlights the role of a ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...

“Anybody with wealth needs to plan,” says Shenkman. Estates with values exceeding the exemption amount by more than $1 ...

A will only won't secure your legacy. It's just one estate planning document of many. Learn which ones matter most, how they ...

Tabar said the Santa Barbara Trust Company offers a community-based alternative to distant and impersonal financial ...

The Brownstein Hyatt Farber Schreck law firm has moved into a downtown Santa Barbara office, returning to the same building as its local predecessor, ...

A new report from Goldman Sachs breaks down what founders should prepare for as they navigate exits or IPOs.

Estate planning includes a variety of document types and plans, but the specific plan is usually is determined by the life stage of the individual. Life stage does not necessary ...

Just sold for $17.7 million, a Palm Beach house stands on a prime Estate Section street at 218 El Brillo Way near Mar-a-Lago.

Just sold for $17.7 million, a Palm Beach house stands on a prime Estate Section street at 218 El Brillo Way near Mar-a-Lago.

Not all committed couples intend to walk down the aisle to say “I do,” but LGBTQ partners will need extra retirement and estate planning to ensure a secure old age – and protect each other thereafter ...