A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, ...

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a ...

Here are some common financial mistakes to avoid during a divorce: ...

Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading ...

Kevin Connolly, an Irish financial management specialist, discusses the common issues family farms face that require a blend of financial acumen, long-term planning, and adaptability ...

For the majority, in the past inheritance was relatively simple. Someone died, and assets were split equally among children ...

In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

Without a financial plan, your budgeting, saving, investing, tax, insurance protection and retirement planning just float ...

More and more of us want to use our money to create family wealth, not just personal wealth. Almost 70 of us expect to support our ...

A new survey reveals that nearly 40% of Americans rely on family financial help for home purchases, most often through ...

After going through his own estate planning reality check, Thomas Ruggie has become a sought-after speaker and authority to ...

India's robust economic growth presents NRIs with lucrative investment opportunities. Options like Unit-linked Pension Plans ...