More audits are coming.

Feeling rich is more common among millennials and Gen Z, according to a new survey from Charles Schwab.

Many affluent households also face significant challenges.

People with six-figure salaries can reduce their taxes by thousands annually and benefit from a lower cost of living with a move to Florida.

Finding the clarity to design a legacy that reflects the best of who you are and what you stand for.

The primary objective of a transitional investor is to preserve—rather than build—wealth. To achieve this, investors should take a tempered approach, slowly adjusting the composition of their holdings to support their retirement plans and meet...

Intended to be where family values are passed down to the next generation, a vacation property sometimes acts as a source of generational conflict.

Practice tips for those who aren’t life insurance professionals.

Identifying and locating marital assets is one of the biggest challenges practitioners will face.

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.