What is the benefit of having a trust versus a will? We own our home, have a rental property and we have no debt. My husband and I are retired and both have IRAs, over $500,000 in the stock market and ...

South Dakota has become a highly favorable jurisdiction for traditional wealth and asset protection. If you’re considering establishing a personal trust, or an advisor working with a client to ...

Talking with clients about the legacy they wish to leave behind is an essential part of my job as a financial advisor. How do they want to share their wealth with loved ones and charities that matter ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

As a business leader, should you focus first on building personal trust with your consumers or on building your brand’s reputation? Here’s the quick answer: People buy from people. And that means ...

Some things are better left unsaid—not because they’re shameful, but because sharing them can backfire in ways you never expected. Even when you trust someone deeply, there are certain personal ...

You’ve likely heard the adage, “It’s not personal, it’s just business.” But if you want to build long-lasting client relationships, sometimes it is good to get personal. Clients are people too, and ...