Is anything private anymore? We live in a digital age where information is quick and abundant. While this is helpful in many circumstances, it ...

Estate planning is one of those tasks that makes almost any other ... professionals who you work with—whether a financial ...

Estate planning is key to protecting your assets and ensuring a smooth transition to your heirs. Watch for crucial do's and ...

Estate planning is the process of organizing how ... desired on our services so that we may re-evaluate any previous recommendations and adjust our advisory services as needed.

Thanksgiving could be a good time to begin making your retirement and estate plans clear to your family. Here's how you could get the conversation started.

While recommendations can be a great place to ... is a graduate-level degree for professionals who specialize in estate planning. Other estate planning designations include the chartered trust ...

The above recommendations represent only a few areas where last week's federal elections will affect estate planning. The results of the elections, and in particular what they’ll likely mean for ...

Federal Estate, GST and Gift Tax Rates The federal estate, gift and GST applicable exclusion amounts are as summarized below. In simple terms, ...

New BofA survey report unpacks trends around high-net-worth individuals' trust and estate strategies, including insights on ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. How do I set up a trust fund? To set up a trust, you first need to ...

Estate planning helps you control who gets your assets when you die and who will make medical decisions if you become incapacitated. Creating a trust and choosing a healthcare proxy are essential ...