High Net Worth

The very richest had assets of about $35.4 trillion in the second quarter, or just shy of the $36.9 trillion held by the tens of millions of people who make up the 50th percentile to the 90th percentile of Americans -- much of the middle and upper...

Incorporate charity into a plan while maintaining the flexibility to change with the times.

Family gatherings are a good time to raise these issues.

The Democratic presidential hopeful’s plan to fund Medicare for All hinges on a 6% annual levy on accumulated wealth in excess of $1 billion.

The billionaire boom “has now undergone a natural correction."

Every little bit helps.

Policy owners can benefit greatly from a simple concept.

What a business is worth to the owner is often very different from what it’s worth to a potential buyer.

Don’t overlook the charitable conversation.