To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy ...

The Rockefellers use irrevocable trusts with what I call a “ family constitution ” – a document that spells out values and ...

Brittany Higgins isn’t the only person to use a trust. Here’s what you need to know about a financial structure not just for ...

Luxury-market tactics can help any specialty elevate perceived value, patient experience, and loyalty, says a healthcare ...

The Great Wealth Transfer's begun, but are heirs ready to receive it? Tips on how to prepare for new responsibilities.

A mandatory IRA distribution, depending on your age, may be enough to live on — but if not, you've got additional options.

People usually change or reveal their true selves when they take big risks, and filmmakers understand this perfectly.

If you want an extra layer of security and peace of mind, you can create a revocable living trust. A trust would have helped ...

Millionaires often distribute their wealth across a variety of financial instruments, blending traditional and modern ...

Steven Bowles, CLU®, founder of Catalyst Advisory, represents a unique breed of advisor who combines technical expertise with ...

For the first time since it was originally released in 2000, Chronicle Books will release 'The Beatles Anthology, 25th ...

Moving fast with AI doesn’t mean ignoring risks; it means managing them smartly. Watch out for bias, poor data quality, risky ...