With the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act), individuals now have the ability to gift up to $5.12 million (increased ...

Using life insurance in estate planning is a strategic approach that ensures your loved ones' financial security after your ...

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of money. However, trust funds aren't meant only for the rich. You can ...

Trust funds might sound like something only the super-rich deal with, but they’re actually a smart way for any parent to plan ...

Successful investors and business people understand the wealth-creating power of leverage. For those with an established need for life insurance, premium financing can take advantage of leverage to ...

Building generational wealth is often associated with sizable inheritances or trust funds, but the truth is, many people are creating financial legacies from nothing. Especially for those who have not ...