Finance

As digital threats rise, your estate plan must do more than pass on assets—it must protect your identity and your legacy.

How reducing tax drag, rather than chasing higher returns, can accelerate progress toward your business goals.

Explore updated IRS rules for 2025 and learn strategies to maximize your charitable contributions and tax benefits.

Higher interest rates are changing the math behind trusts, gifts, and long-term estate plans—here’s how to plan smarter in 2025.

Congress is stalled. Tax policy is uncertain. But your strategy doesn’t have to be.

Understanding how to leverage unused estate tax exemptions to protect your legacy amid impending tax law changes.

In high-value markets, the use of trusts in property sales is rising, offering benefits for tax planning, privacy, and wealth transfer.

As AI tools become more prevalent in estate planning, understanding their benefits and limitations is essential.

As digital fraud and identity theft rise, modern estate plans must now account for online assets, credentials, and cyber risk exposure.

Inflation eats away at fixed-income assets and family wealth. Here’s how to build a stronger defense for your retirement and your heirs.