If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing, but it does come with some legal ...

Talking about an estate plan may be uncomfortable, but local attorney Amy Kuronen says it’s extremely important. Kuronen says the important elements of an estate plan fall into two categories: Asset ...

Source: James Mann from Moncton, New Brunswick, Canada Creative Commons license via Wikimedia Commons Each year as we set our New Year’s resolutions, new possibilities dance through our heads. We’d ...

Forest Dutton knows firsthand what can happen when an advisory firm lacks a finalized succession plan. Processing Content Today he owns Brightworks Financial Planning in Lexington, South Carolina, but ...