Both corporate legal work and estate planning may play key roles, but different ones, in the long-term success of ...

Real Estate Challenges that include: buying, selling, downsizing, moving, divorce-related property consultant, 1031 Exchanges, DSTs, trusts, retirement home transitions, and the probate process.

The OBBBA flipped the script on planning by permanently raising the lifetime exemption to $15 million and including income ...

In the context of estate planning, we often talk about ‘leaving a legacy’, which may lead to the terms ‘estate planning’ and ...

Kyle Frizzelle is a partner at NC Planning and leads the firm’s estate planning group, known for combining strategic insight with a clear, client-focused approach to complex legacy and business ...

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 ...

As we approach the end of 2024, advisors must guide clients through the intricacies of tax and estate planning strategies. That means taking advantage of current economic opportunities while preparing ...