Agents need to get clients’ advisors involved. Here’s how.

During his first term, President Donald Trump focused heavily on taxes. Will that hold true for term two?

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

A matter of critical importance to the merely well-to-do.

Will this decision create harmony or discord?

Is it too late to say “Sorry?”

Both US presidential candidates have promised to change the prevailing regime for companies, affecting their bottom lines.