Finance

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.

With inflation, interest rates, and market swings shaping today’s economy, here’s how retirees and pre-retirees can protect their financial future.

Protect your wealth with trusts, LLCs, and insurance—legal risks are rising, so proactive planning is more crucial than ever.

Maximize your 2025 retirement savings with new Roth IRA and 401(k) contribution limits and strategic planning opportunities.