Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...
Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney ...
Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...
Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...
Gifting real estate to the next generation comes with rules. Financial experts explain the monetary limits before you end up ...
Ali Moallem co-founded Leveridge, an AI-powered mortgage planning tool for financial advisors that provides instant insights and automated analysis. Russ Alan Prince: Why don’t most financial advisors ...
A recent report released by Bankrate shows that nearly 75% of Americans can't afford a home.For some young people, the dream ...