The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the ...

Attendees will gain valuable insights on securing their family's future, discovering tax-saving strategies and learning how ...

According to the company CEO, the effort is part of Trust & Will’s ongoing efforts to make advisors part of its service. “Most of our business has been focused on the direct-to-consumer side,” said ...

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.

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

Some financial decisions need to be made sooner rather than later. In honor of International Widows' Day, here's what you ...

Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.