“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.

This report includes new property transfers in Monroe County that haven’t previously been reported by The B Square, with dates ranging from Sept. 19 to Oct. 8, 2025. The data in this report comes from ...

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