Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

The OBBBA flipped the script on planning by permanently raising the lifetime exemption to $15 million and including income ...

By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...

Estate Planning attorney Jim Dougherty reveals key ethical and tax considerations for spousal lifetime access trusts.

Advising content creators requires specialized strategies to address unique priorities, assets, and income streams.

Estate Planning Quiz As a local, family-owned, financial services and independent insurance agency in Springfield and Branson ...

Nearly all adult children, 95%, say they’re ready to manage their inheritance. One-quarter of parents do not agree. If boomer ...

Discover ChatGPT’s step-by-step roadmap to organize your money and estate in just one year. This plan can help you avoid ...

Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with ...

With a rock-bottom 0.07% expense ratio and broad small-cap exposure, the Vanguard Russell 2000 ETF could be a big winner in ...

A holistic financial plan goes beyond—here’s how to approach it.

Renee Good former in-law says she should have minded her own business Angels, Brewers, Cardinals among 9 MLB teams to cancel ...