Estate Planning

Divorce is always painful, but for the wealthy, calling it quits can be especially complex from a financial standpoint. High-net-worth couples must assign valuations to substantial assets—which might include businesses,…

When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move $12.92 million and married couples can move $25.84 million1 out of…

If you’re expecting an inheritance soon, it likely means you’ve lost someone important to you. Anticipating a windfall while grieving is part of what can make inheritance complicated. To make…

Paying off a mortgage early has always been an enticing idea: It frees up monthly cash flow, slashes the amount of interest you’d pay over the lifetime of the loan…

One of the great rewards of financial success is having confidence that you can fund big, fulfilling plans, like buying a vacation house, having a comfortable retirement, supporting people and…