Finance

Leaving 10% of your estate to charity could cut your heirs’ tax bill and preserve your legacy. Here’s how to do it strategically.

From smarter portfolios to faster planning, advisors are leveraging AI to deliver better results and a more satisfying client experience.

Some estate tools lose power when interest rates rise—here’s what still works to protect your wealth and legacy.

Learn how the proposed estate tax changes may impact your wealth transfer plans and strategies to protect your wealth.

Ensure smooth leadership transitions that honor your values and safeguard long‑term value.

What new data reveals about balances, fees, and strategies for smarter saving.

Most gifts don’t trigger taxes. Learn how annual exclusions, lifetime limits, and smart planning make tax‑friendly gifting possible.

Uncover the hidden risks in your insurance and how to safeguard against them.

Why inflation-adjusted limits offer a unique estate planning opportunity this year.

Why the great wealth transfer may not reach every household, and what families can do to prepare.