With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points while having discussions to help clients ...

As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores.

Guiding clients through estate planning challenges: eState Planner’s expertise in November's will-planning season ...

Shia Getter, CEO of The Getter Group, speaking at The Jerusalem Post’s online Coming Home – Aliyah in Times of War Conference ...

“In order to prevent this, an unmarried couple needs to sign Power of Attorney documents, a Patient Advocate, and a will, at ...

Zillow looked at home features and design styles mentioned in for-sale listings this year to make its list.

If you don’t have an estate plan, the best place to start is with an estate planning checklist. Read on for the items it needs to include. At the end of 2012, my partner died suddenly.

But what not to do financially after losing a spouse is forgetting about your own estate planning documents. “You may have had your spouse as your beneficiary in your will, insurance products ...

Are you looking for a trustworthy financial expert to be in charge of your money and assets? It’s time to engage a financial planner. The post Guide To Getting A Financial Planner In Malaysia appeared ...

Leading estate planning attorney Bobby Sawyer founder of Johannesmeyer & Sawyer, PLLC highlights essential steps for ...