CHARLES CLAVER Senior Vice President; Director, Private Wealth Advisor team (310) 887-0100 | [email protected] first.bank/Wealth Most successful ...

Any estate planning you do should align with your family's values. They were the guiding light I needed when I did our family ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the emotional and logistical details that will follow your loss.

The federal estate tax ranges from rates of 18% to 40% and generally only applies to assets over $13.61 million in 2024 or $13.99 million in 2025. Some state estate taxes start as low as $1 million.

Inheritance tax policy changes are prompting a surge in individuals overhauling their plans for their estate, say ...

If you have a large estate, your assets may be subject to federal estate tax when you die.The federal estate tax ranges from rates of 18% to 40% and generally only applies to assets over $13.61 ...

Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help ...

Fidelity shares 6 expert strategies to help you reduce estate taxes—protect your wealth and pass on more to your heirs with smart planning tips.

A practical guide to estate planning, outlining essential steps like creating a will, establishing trusts, and designating powers of attorney to secure your family’s future.

Incomplete planning is the No. 1 issue that can cloud estate planning, according to Chris Martin, partner and senior wealth manager at Fairway Wealth Management in Independence.