No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

For families with complex estates involving businesses, artwork, or collectibles transparency is praised, but can lead to ...

Local attorneys say having a plan in place outlining where assets will go when an individual passes away and who can make ...

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a ...

Getting together with family over the holidays is a good time to watch for indications you may need to bring up estate ...

The Gift and Estate Tax Exclusion is currently scheduled to be reduced by approximately 50% in about 13 months. Without ...

After retirement, rental income is among the easiest and most passive sources of income. Rental prices rise in tandem with ...

If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and ...

Attorney Arlene M. Keating recently announced the opening of a new office at 150 Merrimac St., Newburyport. She has been practicing law in the area for over 30 ...

Understanding how to safeguard and grow your wealth is critical. Stewart Willis, co-leader of Asset Preservation Wealth & Tax ...

Ohio State officials say Ohio State's 350-acre Carmenton innovation district will help the university compete with some of ...