Philanthropy, once considered a peripheral topic in wealth management discussions, has emerged as a central pillar of ...

In estate planning, taxpayers and their advisers may overlook the potential generation-skipping transfer tax implications of ...

After 25 years of transformative client work, Janell Rae brings her complete Energy Intelligence Method™ to readers for the ...

For many families advised by estate planning attorneys and other trusted professionals, gifting assets to children or ...

As Baby Boomers transition trillions to their heirs, CPAs face growing estate, gift, and trust liability risks. Learn how ...

The 'SKI' trend, or 'Spending Kids Inheritance,' is reshaping how affluent travelers spend on luxury experiences.

Meet the team behind Alyzel Aesthetics & Wellness for those Mother’s Day gifts. A dedicated group of professionals focused on ...

Background: Kathleen Grasmeder studied commerce and engineering program at Drexel University and later earned an MBA in new venture management from the University of St. Thomas. She joined Smith ...

With tax receipts continuing to increase due to the fiscal drag of frozen allowances and exemptions, rising house and asset ...

At 68, Cindy Pounds is proving that your 60s are the new 50s as the Health and Wellness Director at EIM Personal Training. A ...

A hairstylist who says her business partners conspired to push her out of their salon while she battled stage four breast ...

The Omaha Community Foundation introduces the 2026 Chartered Advisor in Philanthropy class, highlighting local advisors ...