Preserving wealth across generations is a fundamental goal for many high-net-worth (HNW) individuals and families. Central to achieving this goal is navigating the complex landscape of estate taxes and leveraging strategic financial planning tools, such as permanent life insurance. Let’s explore the current state of estate taxes, the impending changes with the sunset of high exemption levels, strategies for paying estate taxes and the pivotal role of life insurance in enhancing wealth
A year ago, the IX Arts Foundation, a Charlottesville-based non-profit, faced financial difficulties. They made changes to survive, including focusing...
A Tennessee-based advisor touting a “faith-based investing” strategy is facing SEC charges that he defrauded several clients out of millions. The...
Javier Silva, Community Development Senior Outreach Associate, New York Fed At work, Javier Silva brings together two distinct but important worlds...