Families with generational wealth often rely on nontraditional assets to preserve their financial stability over decades.

Estate planning refers to growing and protecting your assets over your lifetime and planning how those assets will be managed ...

The current generation of Baby Boomers has acquired more wealth than any generation in the history of mankind. And they are ...

Here's what to keep an eye on, what to expect and how to prepare your estate planning strategy in light of potential changes.

These days you hear the phrase "legacy planning" in regards to what happens to a small business when the current owner(s) decide to hang it up. It's definitely a nice sounding, elegant term for ...

Succession planning for the family business takes one of three main forms — selling, holding or transitioning the business.

A zoning change that will pave the way for an affordable housing development on property adjacent to Crossroads Church won support from the Loveland Planning Commission on Monday, despite neighbors’ ...

Balentine LLC, the Atlanta-based, privately held wealth management firm with offices in Raleigh, NC, has received a 20 percent investment from holding company FJ Management (FJM). FJM will hold one of ...