The financial intricacies of millennials have moved estate planning to the bottom of their list of priorities. People tend to ...

Over many years, my financial services firm conducted “lifeboat drills” with our clients. Some of the drills were focused on trying to help clients ...

Many wonder what will happen after they die. Will their heirs be well-positioned financially? Will their home be sold? What ...

Cincinnati's city planning commission voted to approve new zoning for FC Cincinnati's entertainment district in the West End.

Plans to build a new medical centre on a 660-home estate have been abandoned. Developer Bloor Homes had pledged a parcel of ...

Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

Is it advisable for my son to transfer some of his dad’s funds to a newly established account in his name so he can at least ...

This section surveys notable 2025 developments in trusts and estates across key jurisdictions, highlighting enacted legislation, pending proposals ...

As to the problem of revocable trusts, there’s none, provided: (1) every “I” is dotted and “T” is crossed in funding and ...

Inheritance Funding reports that probate attorneys guide families through the legal complexities of estate management, ...

Rising wages and falling mortgage rates will feed into higher house prices, says property investment expert Anthony Codling.