A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferment strategy popular with experienced real estate investors....

Your residence can hold significant value in your retirement portfolio, and carefully considering your preferences and available choices...

A trust allows you to be very specific about how, when, and to whom your assets are distributed. Several different types of trusts can be...

The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...

While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.

charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.

As crypto becomes a more significant part of the financial picture, it’s important to understand differences in the process for transfers.

Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable

A comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.