Discover how prioritising your will can transform your financial planning and safeguard your loved ones' futures.

Being childfree reshapes your entire financial future. Explore strategies for living a financially independent life.

Although a testamentary trust can be an effective estate planning tool, whether it's beneficial or not for a person's financial situation can depend on several factors. A testamentary trust can be ...

With wellness already a well-loved way for the well-heeled to spend money, real estate isn’t going to miss out on a personal ...

Porte Brown. "Estate Tax Planning Tips for Married Couples." Fidelity Investments. "Understanding the Generation-Skipping Transfer Tax." ...

I recently talked with family law attorney Robert Salzer on the Pennsylvania Bar Association’s “Law in the Family” podcast about “gray divorce” ...

Fallen angels began 2025 on a positive note, outperforming the broad high-yield market by 0.10% (1.48% vs. 1.38%). Read more ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

Discover non-probate assets in estate planning, how they differ from probate assets, their benefits, challenges, and ...

Elme Communities (the “Company” or “Elme”) (NYSE: ELME), a multifamily REIT with communities in the Washington, DC metro area and the Atlanta metro area, reported financial and operating results today ...

States are easing real estate zoning to fight the affordability crisis. Will local support for the Yimby crowd last?