For individuals preparing to exit highly appreciated assets, a CRT-ILIT plan can convert a taxable sale into a powerful legacy strategy.

Estate planning is key to transferring your generational wealth down to loved ones, as is understanding how to pass it down ...

Meghan Shue of Wilmington Trust sits down with Mary Ellen Egan of American Banker to discuss her business and what she's ...

You spend a lifetime saving and investing; you buy a house, have children and work hard to give them the best possible start ...

To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs. It's a sobering statistic: Roughly 90% of family ...

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

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

Celine Klarer is the founder of the LUNA Abundance Method, a global wealth education platform helping women invest ...

Before he hands over to Helen Rowell, outgoing Australian Retirement Trust chair Andrew Fraser has a warning on wealth ...

The scheme to keep experienced staff from leaving the health service has been a success with a 300% rise in the number of ...

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

Wealth managers say more clients are transferring assets to their children during their lifetimes. Here are the best ways to do it.