NEWS

For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment vehicles or charitable foundations. If assets held in this manner include interests in hedge funds, private equity funds or other…

In an increasingly digital world, consumers share their confidential information in so many ways. From online shopping to online banking, consumers' personal information is being recorded in a frightening number of different places. It is because of this that 15.4…

Home ownership is a key element of the American dream for many, and the U.S. tax code includes many tax breaks that help support this dream. If you own a home, you may be eligible for several valuable breaks when…

Many people donate to nonprofit organizations and other philanthropic groups out of a personal desire to do good for others. Such charitable giving can improve the lives of others and may make donors eligible for tax deductions. According to the…

Despite a move toward a more digital and mobile workplace, a recent survey by Shred-it shows paper is here to stay, with most businesses reporting hard copies of documents will either increase or remain the same. As a result, it…

A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney” — can be a valuable estate planning tool. The main disadvantage is that it’s susceptible to abuse by scam artists,…