While there are certain estate planning documents essential for every adult to have in place, in many cases additional planning documents can make estate planning more efficient. The most commonly ...

In The Absence Of Planning, Unhappy Consequences Can Result • Conflicts and possibly even litigation between the remaining ...

Building wealth is a journey of dedication and strategic planning. However, ensuring that your hard-earned assets benefit ...

You might think you’re covering all bases by creating a will, but you may want to branch out to other options.

Discover how estate planning can prevent gentrification and preserve Black communities in Atlanta, a city witnessing rapid ...

A living trust, sometimes called a revocable trust, is created to hold assets. It usually involves having a legal entity of some kind, often an estate attorney, that can accept the ownership of ...

A man who is 92 years old is not only still competing in his activity of choice, he's teaching others the secrets of how to live a long, healthy and fulfilling life. Ivan Pedley, a retired ...

I have written extensively about living annuities, how they differ from life (or guaranteed) annuities, and what to be aware of when using one to provide an income in retirement. But here I delve ...

Wealth management firm Charles Schwab ... out that boomers are not dealing with the same high cost of living that younger generations are. They bought houses for exponentially cheaper and don ...

These advocates don’t trust ... to produce new wealth and increase their philanthropic potential over time; they lack faith in the system that produced their abundance. Instead, they insist on giving ...

forward-thinking registered investment advisory firms are seeking to aggressively recruit, train, and even promote the next generation.