Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Real estate investor Matt Theriault investigates lesser-known trust strategies often associated with preserving generational ...

With the proliferation of states that have abolished the rule against perpetuities (RAP) or introduced a statutory RAP with an extremely long term (for example, 800 years or 1,000 years), settlors may ...

The Buss family was always synonymous with the Los Angeles Lakers. For almost half a century, they ran the NBA's most storied franchise and built several championship teams. However, last year, the ...

When you imagine the wealthiest people you know — whether in real life or on the covers of magazines — you know that hard work or good luck (or a combination of both) likely played a role in building ...

Family Governance is the operating system of a family. It is not about adhering to rules for the sake of rules, but about striking a balance between individuality and unity. Wealth can travel further ...

Fiduciary Trust International, the wealth management business of trillion dollar asset manager Franklin Templeton, has ...

What Is a Dynasty Trust — and Should Your Family Have One? Wealth is built over years. Sometimes decades. But without the right legal structures in place, that wealth can be significantly diminished ...

Building wealth is hard. Passing it on successfully is even harder. Research shows that 70% of wealthy families lose their wealth by the second generation, and 90% lose it by the third, according to a ...

Family Offices are rapidly expanding across Africa, moving beyond their traditional developed-world strongholds. This surge ...

Vineyard Town Apartments in St Andrew, becoming a homeowner is much more than a personal accomplishment many hailed the ...