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

When people complete their estate plans with an attorney, the resulting documents are often dense with legal language — filled with boilerplate provisions about taxes, trusts, and powers of ...

More than 80 people now say they were defrauded by a Lexington lawyer who was worth $25 million when he died by suicide last ...

Blended families can thrive with good planning. Talk early, document everything, and work with a qualified estate attorney. A ...

These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...

In the complex world of estate planning, one critical element often flies under the radar: beneficiary designations. These ...

Veterans benefits are not automatically incorporated into traditional estate plans, and failing to account for them can be ...

It’s not pleasant to think about death or a medical emergency, but one of the greatest gifts you can give your loved ones is being prepared for those situations. You might be familiar with traditional ...

“You sure do like talking about death, Jill!” said one of my favorite producers. Unlike so many areas of our lives that are out of our control, planning for an event that has a 100 percent probability ...

CHARLOTTE — Consumer Reports’ experts say preparing for medical emergencies or death is one of the greatest gifts you can give your loved ones when the time comes. While a traditional will and power ...