Whether you’ve grown your wealth through business, investments, or decades of disciplined saving, protecting what you’ve ...

Statistics reveal that 70% of wealthy families lose their wealth by the second generation, and 90% have exhausted it by the ...

We all work hard to build our wealth, whether it’s through a successful business, real estate investments or a high-income profession. But what happens if an unexpected, even frivolous lawsuit ...

With the impending increase in tax for high-balance super accounts, we consider the pros and cons of different vehicles for ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

These strategies can help you secure your family's financial future Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations.

There are different types of trusts that can be used to achieve specific estate planning and wealth preservation goals. Irrevocable trusts can be used to protect assets from creditors and to minimize ...

"The best-laid plans of mice and men often go awry," wrote poet Robert Burns. That may be no truer than in estate planning. With the great wealth transfer underway, people – even the rich, famous and ...