The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful ...

By placing the life policy into an irrevocable trust and surviving the transfer by three years, the policy’s value is excluded from the taxable estate, potentially saving millions in estate taxes.

Preserving generational wealth with trusts, life insurance and annual gifts are among key strategies for the current $84 trillion wealth transfer.

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three ...

NEW YORK CITY, NY / ACCESS Newswire / July 14, 2025 / A life insurance retirement plan, or LIRP, is a type of permanent life insurance policy that can help supplement one's retirement savings through ...

That means two things. First, you could legitimately move half the money into another account for your son, preferably with your husband's knowledge. Second, if you die before your husband, he will ...

Craig Associates, PC, the downtown Asheville firm led by attorney Christopher M. Craig, has been awarded Gold in the Law Firm category of the Best of Asheville 2024 awards, earning the distinction of ...

• Accepting property that’s too hard to manage or unsellable. “Look at it before you accept,” Simasko said. “You may not want it.” Examples include large vacant lots in isolated areas and timeshares.

By Brad Rhodes  Navigating health care and long-term care costs is one of the most critical components of retirement planning, yet it’s often the most underestimated. Many retirees believe that ...

Content by Arvest Bank. Arvest Wealth Management offers personalized strategies to help you achieve your financial aspirations.

As Black women fight for equal pay, another battle quietly looms: preserving what we’ve earned. With new federal estate laws threatening wealth transfer, protecting our legacy is no longer optional.