Nearly all adult children, 95%, say they’re ready to manage their inheritance. One-quarter of parents do not agree. If boomer ...

If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for ...

Reasons To Invest in a Company 401k Plan 1. Company Match Options Exist 2. 401k Company Match Program is “Free” Money 3. The ...

As 2025 comes to an end, I’m seeing seismic shifts in how estate planning is conducted and who’s doing it. Some of these changes have been years in the making. Others are accelerating faster than ...

Business owners face unique estate-planning challenges that require specialized strategies to protect accumulated wealth, minimize tax exposure and ensure the successful transition of the business to ...

October 24, 2025 - As part of the so-called "Silver Tsunami," around 41% of all privately owned businesses in the United States are owned by Baby Boomers (birthdates between 1946 and 1964) with ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The Minneapolis-St. Paul Business Journal held a recent ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and families with global assets, international estate planning has evolved from a ...

As artificial intelligence becomes a bigger part of client conversations, advisors need to be aware of the capabilities of chatbots such as ChatGPT and Google AI, whether that’s good or bad. New ...

Your collection of baseball cards, Birkin handbags or aging Bordeaux may deliver hours of pleasure. It’s also an estate planner’s nightmare. However much joy those stamps, coins or bobbleheads might ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly: Cleaning the filter on the vacuum cleaner has more appeal. You may even wonder if your assets ...