As you look to the years ahead, the experiences and causes that mean the most to you can now be further explored with the ...

As a wealth management group embedded in an accounting firm, we’re often asked about tax-efficient strategies to maximize ...

Comprehensive estate plans do more than simply distribute assets. They integrate all aspects of an individual’s financial ...

Each year, my firm defends between 10 to 20 financial advisers under investigation by FINRA, the U.S. Securities and Exchange ...

For seasoned wealth advisers, contemplating retirement often brings a mix of anticipation and apprehension. After years of ...

In 2024, the annual gift tax exclusion amount is $18,000. This simple gifting strategy offers enormous benefits for receivers ...

If you do nothing and do not have written estate planning instruments, any heir must be born within 300 days from your date ...

In essence, individuals can give away $13.6 million of their wealth with no gift tax impact, thus reducing their taxable estate as well as shifting future appreciation on those assets out of their ...

Life insurance is commonly purchased to protect against the loss of future earnings if someone unexpectedly passes away. The most familiar type of policy for this purpose is term life insurance, which ...

As wealth management advisers, you play a pivotal role in helping your clients achieve not only their financial goals but ...

Over her nearly 40-year career at Chestnut Hill Realty, Musarra dealt in luxury and loyalty in equal measure, an approach ...

Don’t wait until something bad has happened to take action, because it will likely be too late at that point. Being proactive ...