Strategic planning and recent tax laws can help you save up to $500,000 and protect your estate for future generations.

When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and families with global assets, international estate planning has evolved from a ...

Based in East Kilbride, the team at Thomas Bradley & Co believes that everyone deserves access to professional estate ...

To understand this, assume you retire with $1 million and put the money in an actively traded mutual fund with a 1% fee. Your ...

I am fortunate, given my background in wealth management and insurance, to manage the investments for our household. As I ...

Estate planning isn't just about preparing for death, it's about creating certainty for your financial future and your loved ...

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect ...

Understanding how Medicaid works-and its relationship to homeownership-is crucial for anyone planning their estate or helping aging parents.

With new laws, complex tax rules, and estate pitfalls, going it alone can cost retirees more than they realise. However, ...

It was an oversight that proved costly in court. Legal experts have warned that some will kits “do more harm than good”.

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

For many physicians, financial success often leads to a pivotal question: Should I pay off my mortgage early?With substantial ...