On July 4, 2025, President Trump signed the One Big Beautiful Bill (OBBB) into law. While its name makes headlines, the real story lies in the broad scope of changes it introduces—across individual taxes, retirement policy, small business incentives, estate planning, and social programs.

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

Your estate plan is important for both you and your family, so don't wait until the last minute to make a secure plan. Here are some major mistakes many estate plan packages often have that can be easily avoided.

You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts and the surprising advantages you may be missing.