A financially savvy retiree ran a textbook Roth conversion strategy and ended up losing a valuable new senior tax deduction ...

Gentner Drummond and Mike Mazzei have spent most of their careers navigating between the private sector and public office. ...

The founder and CEO of a Georgia-based financial advisory firm has been sentenced to 20 years in federal prison for ...

Most couples burn through their life savings before anyone tells them the federal government already built a financial ...

Federal prosecutors say Drive Planning founder Todd Burkhalter defrauded more than 2,000 investors while using their money to fund a yacht, luxury real estate, vehicles and travel.

He followed every rule in the retirement playbook and still watched a six-figure number shrink while he waited. The reason ...

A recent program at the Pennsylvania Elder Law Institute inspired me to think of the major differences among states in ...

Dallas-based CyrusOne is pitching transparency as Texas scrutinizes the power, water and community impacts of rapidly expanding data centers.

A bad trustee can drain your assets and wreck family ties. Experts share how to pick the right person for the job.

A partner at Covington & Burling LLP, Kate Kraus has more than 20 years of experience in tax planning and structuring across ...

It’s hard to believe summer has slipped away and most students are back in the classroom. With your kids or grandkids back in ...

Usually parts of another state’s estate planning can be kept and we don’t need to start from scratch. But "still valid" and ...