Private equity group Quantum Energy Partners is working on a bid that could involve U.S. oil major Chevron for the ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...

The city recently finished taking inventory of all its assets — roads, buildings, vehicles and everything else that the city ...

Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...

Between now and 2048, older households are projected to transfer $123.7 trillion to heirs, representing a huge opportunity for the advisory, investment and retirement industries as strategies and ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Read the full raw transcript below: Susan Lipp: Hi, I'm Susan Lipp, editor and chief of Trust in Estates, and I'm speaking today with Jamie Hopkins, CEO of Binmar Trust Advisors LLC and chief wealth ...

Digital currencies are quickly evolving from niche investments to mainstream assets. Whether you’re a believer or a skeptic, it’s increasingly important to understand how cryptocurrency fits into ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...