The tightening presidential race has ignited a surge of tax planning by the affluent. The 2025 sunset of the estate tax exemption limit could greatly impact the $84 trillion expected to be transferred ...

Attorney Harry Margolis explains estate-planning must-haves for second marriages and nontraditional families. Blended families need to take special steps to clarify intentions and avoid disputes.

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. A silver tsunami of baby boomer business owners in ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Every year, financial advisors talk about “year-end ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...