When crafting estate plans for their clients, estate-planning attorneys and other professionals should be mindful of ...

Veterans benefits are not automatically incorporated into traditional estate plans, and failing to account for them can be ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...

I understand trusts pay taxes on a harsher schedule than people. What I don’t get is why so many people are setting up trusts and exposing the assets to the higher taxes. What am I missing? Dan ...

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It can help individuals pass assets to their heirs while reducing taxes Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered Financial Consultant® designation for ...

CHARLOTTE — Consumer Reports’ experts say preparing for medical emergencies or death is one of the greatest gifts you can give your loved ones when the time comes. While a traditional will and power ...

Local business leaders are hoping the Legislature finally ends up killing the estate tax in Massachusetts. Two years ago, the Greater Boston Chamber of Commerce teamed up with the Massachusetts ...

Amendments to a proposal for development of the former Bolton Estate raised some questions, and it eventually was tabled at the most recent Mentor Planning Commission meeting. Brothers selected as ...

Milwaukee-based Fiduciary Real Estate Development Inc. (FRED), today announced a leadership succession plan, including plans for its president and chief executive officer Brett Miller to retire at the ...

A move to convert an empty office block on an industrial estate into more than 70 flats that was rejected because it would overexpose tenants to ‘noise, dust and fumes’ has now been approved by the ...