No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

Pet-focused succession planning is in its infancy here, but Ratan Tata’s will has created wider awareness and more interest ...

Some may have noticed the news accounts of Fort Smith's pit bull of a trial attorney Joey McCutchen and his partner Stephen ...

If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and ...

The best thing to do before buying a house as an unmarried couple is sit down and carefully go through your finances, and make sure you’re on the same page before you proceed with anything.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a ...

For families with complex estates involving businesses, artwork, or collectibles transparency is praised, but can lead to ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Local attorneys say having a plan in place outlining where assets will go when an individual passes away and who can make ...

Clients in St James’s Place property funds are paying total fees of around £3mn per month, with them unable to exit these ...

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