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

While most people understand financial planning is important in preparation for retirement, they might not realize how important it remains afterward. For some, they view retirement as the ...

McWhinney is partnering with Prism Places on commercial districts within Centerra South in Loveland and Baseline in ...

In 2024, there was much legislative activity in New York that affected the Private Wealth realm. A brief summary of the 2024 changes follows.

Don't make the family slacker distribute money to your descendants. Your choice of trustee can influence how your heirs ...

Nebraska Extension will host Transition Planning workshops for farmers and ranchers in Oshkosh and Alliance.  Nebraska ...

As the year winds down, ensure your estate plan is up-to-date. Learn strategies to protect your future and safeguard your ...

The ideal time to start your estate-planning journey is when you turn 18, experts say — but that’s not what most people do.

I don’t really like to talk or even think about anything related to death. But after many years and accumulating numerous — ...

Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, ...

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, ...

Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.