With the impending increase in tax for high-balance super accounts, we consider the pros and cons of different vehicles for ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

When you imagine the wealthiest people you know — whether in real life or on the covers of magazines — you know that hard work or good luck (or a combination of both) likely played a role in building ...

The Vanderbilts once had more money than the US Treasury. Yet today, they own none of their former mansions – not the Biltmore Estate, not The Breakers, not a single one of their ten Manhattan ...

"The best-laid plans of mice and men often go awry," wrote poet Robert Burns. That may be no truer than in estate planning. With the great wealth transfer underway, people – even the rich, famous and ...

These strategies can help you secure your family's financial future Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations.

To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs. It's a sobering statistic: Roughly 90% of family ...