Ultimately, creating a trust is about clarity and control. It helps ensure your estate is handled efficiently, privately and according to your personal values.

Charlotte area residents approved a plan to add rail, improve bus service, and expand roads, sidewalks, and bike lanes.

An effective vehicle for estate planning, protecting assets and ensuring they are managed with care long after the founder’s ...

The 34th Ward alderperson said he discovered the mayor’s plan to solve the 4-year-old Greyhound station problem by chance while perusing TIF reports distributed to City Council members outlining ...

As global markets evolve and financial risks continue to rise, ProtectYou.com, the online resource of Donlevy-Rosen & Rosen, P.A., has announced the release of a comprehensive framework designed to ...

The holidays are the season of giving—and with a little planning, you can make your gifts both generous and tax-efficient.

To ensure the orderly transfer of your assets to the next generation, comprehensive estate planning is essential, especially if you have offshore assets. We tackle some of the most frequently asked ...

As many as 70% of Americans don't have a will, trust, health or funeral directive as the nation gears up for its largest wealth transfer ever.

Financial advisors frequently center wealth-building conversations on assets such as investments, property and retirement ...

Answer: In blended families, things can get complicated quickly. So, the first key step? Open communication. Sit down ...

Dave Ramsey has a warning about Social Security for retirees in 2025. Here are some of his key steps to building a stronger, ...

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and ...