Learn how to avoid costly estate planning mistakes with these expert-backed wealth transfer strategies for U.S. families.

The UK government has faced calls to introduce a "wealth tax", as chancellor Rachel Reeves looks at ways to raise revenue ahead of the autumn budget to plug a hole in public finances. Higher borrowing ...

The executive directors of Oxfam and Greenpeace explain the connection between wealth inequality and climate change.

Private placement life insurance (PPLI) offers almost unbelievable investment flexibility, estate planning and tax advantages ...

With the largest generational wealth transfer in history happening now, understanding and implementing effective transition ...

ChatGPT isn't an oracle, but it analyzes information and offers patterns, so I asked what would happen if billionaires paid taxes like the upper middle class.

No one wants to pay more in taxes than they have to. Here are nine IRS-approved strategies the wealthy use to pay less in ...

Gifting to your grandchildren can help position them for financial success. It simultaneously reduces the size of your estate ...

Chautauqua County is home to a wealth of year-round outdoor recreation opportunities. Whether you like to swim, fish, hike, bike, ski, or find one of the many other ways to enjoy the natural world ...

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual ...

Property taxes drain cash flow. Capital gains eat equity. As policymakers debate relief, which tax break actually benefits ...

The $117 billion mega-RIA Wealth Enhancement says advisors who emphasize tax and trust planning can command higher fees.