Your father gave you your mother's jewelry - you did not say that you inherited it from her. That's an important difference.

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Any form of US-listed stocks–either stock options or direct stocks–can create significant wealth, but they also carry the ...

Confederation, conceived in 1867 as an Anglo-French partnership on this continent, was a deliberate act of nation building.

Boomers have $472,000 in investments -- nearly double the U.S. average. Here’s how their strategies differ from younger ...

A trio of siblings ended up in a Sydney court after their father gave his youngest child a multimillion-dollar gift before ...

Millennials are having difficult conversations with their baby boomer parents about the avalanche of stuff they don't really ...

The new service reflects Abu Dhabi’s commitment to digital transformation and the development of smart, 24/7 services that ...