Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....
Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....
Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....
Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....
Fed policy watch continues in the second half of 2024 as many sectors (except tech) turn negative. Find out where opportunities lie in today’s narrow market conditions....
What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....
Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....
If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....
Surprising as it may seem, reports show that spouses in most couples retire at different times. Check out the reasons why you and your spouse might or might not retire at the same time....
Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....
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