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

The basic components of an estate plan include wills, trusts, powers of attorney (POAs) and living wills. Here's a breakdown ...

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

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

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

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

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.

As we age, many of us will need some form of long-term care, whether at home or in a facility. With nursing home costs ...

Without a plan, both personal assets and a company’s future—its employees, clients and value—can be left uncertain.

Empowering younger generations is key to sustaining wealth. Financial literacy initiatives that cover budgeting, investing ...

A decade after same-sex marriage became legal nationwide, LGBTQ+ couples still face unique challenges—from lagging retirement ...