Wealthy individuals often pay less in inheritance taxes than we expect. Learn how tax exemptions, trusts, and legal ...

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

According to Shelestowsky, many pre-retirees are expressing the concern over their retirement plans due to market uncertainty ...

The so-called "Great Wealth Transfer" puts financial advisors are ... t a lack of financial or estate planning that blows up an inheritance—it’s the people,” said Brandon Garrett, chief ...