Martin Behn of Lathrop GPM discusses how multiple jurisdictions affect estate planning for clients with international assets ...

Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.

Business owners devote years to developing products and services, refining operations, building teams, raising capital and scaling their companies. Yet one of the most powerful drivers of long‑term ...

My husband, 73, just remodeled his rental house. It is in beautiful shape and he is considering selling it rather than continuing to use it as a rental. He spent $40,000 of his savings on remodeling.

For years, affluent Marylanders routinely crossed the border to Delaware or Virginia when setting up complex trusts, attracted by those states’ stronger liability shields and more permissive trustee ...

US individual annuity sales climbed to an estimated $461.3 billion in 2025, up 6% year over year, with indexed products now accounting for nearly half of total volumes, according to preliminary ...

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Transaction value based on SEC Form 4 weighted average purchase price ($77.22); post-transaction value based on trade-date closing price. It should be noted that the shares sold on Dec. 5 were not a ...