Strategic Financial Concepts LLC acquired a new stake in shares of Weyerhaeuser (NYSE:WY – Free Report) in the 4th quarter, ...

Clients seek to ensure financial stability and satisfaction for those they care about. Understanding a client’s family dynamics and desire for what they wish for others that are important to them is ...

Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable ...

Some platforms, like LegalZoom and GoodTrust, offer attorney guidance, while others, such as FreeWill and Fabric, provide ...

A family’s bitter court battle over their £85 million estate raises complex trust, inheritance disputes and governance ...

Van ECK Associates Corp cut its holdings in shares of KKR Real Estate Finance Trust Inc. (NYSE:KREF – Free Report) by 8.5% ...

Funding a trust requires moving your assets into the trust’s name, which is necessary for the trust to operate effectively.

Explore the role, types, and steps of using Life Insurance in Estate Planning. Understand ILITs and tax implications, and ...

Come get an introduction on basic estate planning documents, as well as wills and trusts in general. Wednesday, March 12, by presenter Judy LaMusga from LaMusga Law. Registration is requested by March ...

As lives become busier and more complex, AI will become indispensable in helping families manage one of life’s most critical responsibilities.