The 5 Ways Retirement Plans Are Most Likely To Go Off Track
The retirement stories I most hate to hear are about people who entered retirement financially secure but saw that security disappear over the years
Blockchain -- What Is It And What Is It For?
Despite being unknown to the general public, the blockchain is one of the secrets of Bitcoin's success and value. Here's how it works and why it's so
7 Big Estate Planning Mistakes: Leaving A Messy Estate
Perhaps the last and best test of how much you care about your survivors and legacy is the level of organization of your estate.
With AI, CFOs Are Poised To Evolve Their Role Within Organizations
Traditionally, it wouldn’t be a mistake to think of a CFO as a keeper of history, accurately recording an organization’s past.
Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan
The federal tax overhaul just doubled the amount of wealth you can pass to heirs estate-tax-free—without using any trusts or planning gimmicks.
Yet rather than looking for a new specialty, top trust lawyers are positively giddy about the opportunities created by the law US President Trump signed three days before Christmas.
The letter of the law allows slightly more than $11 million per person to be passed to kids or other non-charitable heirs free of federal gift or estate tax.