My Dear Readers,Welcome back!I trust you had a thoughtful week reflecting on the initial steps towards crafting your secure and fulfilling retirement. Last time, we laid the groundwork by envisioning ...

When we talk about generational wealth, it’s easy to focus only on money. But any professional working with families will ...

Experienced legal, tax, and financial advisors are essential to a successful business succession plan that protects owners, families, and long-term goals.

NewsWatch 12 connected with the incoming Board members to ask how they plan to address budget constraints, staffing support ...

The AI analyzes the data, which includes the cost of local assisted living and long-term care options, and produces a simple, ...

Even before applying for a loan, there is one thing that savvy customers always do: check their credit score. Whether one is ...

RETIREMENT is often seen as the ultimate achievement in life—a hard-earned reward after years of dedication to work.

When building a property, there are many pieces of documentation a developer or contractor can obtain to insure the project.

As economic changes such as inflation and interest rate changes occur, having your financial plan in order is important to ...

Investments, taxes, estate planning, philanthropy, risk management and family governance all play integral roles in preserving and growing wealth across generations. And yet, these areas are often ...

Whether you’re in the process of drafting your first will or revisiting your existing plan, it is essential to approach the ...

Probate planning often feels like a topic that belongs in the realm of estate planning rather than human resources. However, as HR professionals become more involved in comprehensive employee benefits ...