Founder of Walmart's Family Gives $1 Million to Fight Transphobia
The family of Walmart founder Sam Walton, heirs to the Walmart fortune, created a $1 million fund for organizations that support LGBTQ+ rights.
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How to Be a Good Executor of a Will or Estate
What to know about managing someone's final wishes.
“Mathing Out” Estate Tax Planning Strategies
There is a well-known saying, “the map is not the territory,” that metaphorically illustrates the differences between belief and reality.
Estate Planning For Pets
Owners can use estate planning tools to ensure their pets continue to receive proper care if the owner becomes incapacitated or dies.
It’s Not Just Income Taxes. Billionaires Don’t Pay Inheritance Taxes Either.
If you are an American with hundreds of millions of dollars in assets, this would be a great time to die. No disrespect intended. It’s just a fact.
Will the Biden Tax Plan Impact Your Estate Plan?
On April 28, Biden delivered a speech to a joint session of Congress outlining his American Families Plan and his infrastructure package.
Tough Questions Key To Helping Clients Meet Estate Planning Goals
One of the more difficult tasks financial advisors face is helping business owners decide their legacy.
