Homeowners across the United States are feeling the weight of increasing property tax bills. From 2019 to 2024, property taxes rose by an average of 27% nationwide, according to real estate analytics ...

Real estate is a common investment holding for high-net-worth families that may include just a few properties or be intricately leveraged through multitiered partnerships with some trust ownership.

Ali Moallem co-founded Leveridge, an AI-powered mortgage planning tool for financial advisors that provides instant insights and automated analysis. Russ Alan Prince: Why don’t most financial advisors ...

Leaving an inheritance to minor children requires careful planning, especially when it comes to selecting appropriate vehicles, structuring beneficiary nominations, and complying with legislation. In ...

Estate planning for heirs' property could help families preserve and pass down hundreds of billions of dollars in assets, but "tangled titles" are putting that generational wealth at risk. That ...

A massive generational transfer of real estate wealth is underway, and it is poised to change how financial advisors guide affluent clients. Along with other assets set to be inherited in the Great ...