Too often, advisors and clients focus only on preservation during difficult economic times. But for those with a ...

Of England’s 48 ceremonial counties, only two have no National Trust presence, which even for a 130-year-old organisation is ...

Teacher Retirement System of Texas lessened its stake in shares of KKR Real Estate Finance Trust Inc. (NYSE:KREF – Free ...

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

A common questions we hear from clients involves the fate of life insurance proceeds after someone passes away. Specifically, ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals ...

If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no ...

such as estate planning and creditor protection. Furthermore, funds distributed through a life insurance trust are generally tax-efficient when executed correctly. It is important to keep up with ...

After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ...

The sisters claim their brother took advantage of their father's Alzheimer's disease to make deals to enrich himself, ...

It's no secret that more and more CPAs are offering financial services to their clients.