Finance

Understand the growing importance of advance directives to ensure medical care aligns with your values and avoid family disputes.

Privacy, control, and estate planning benefits are driving a nationwide rise in trust-based real estate transfers.

A revived tax break provides business owners with a powerful tool to reduce their tax liability and reinvest in long-term growth.

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.