These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to ...

The initial step in estate planning involves ... assessment of the financial requirements and aspirations of each beneficiary will facilitate the development of an estate plan that effectively ...

While early retirement has its appeal, it’s crucial to recognise the financial implications ... pre-retirement planning. Without a carefully budgeted long-term healthcare plan, you risk relying ...

While Florida offers significant financial and tax benefits, it's essential to create a plan to account for all aspects of life in the Sunshine State.

According to InvestingPro data, the company maintains a strong financial ... leadership transition is based on a press release statement and reflects Graham Corporation's strategic planning ...

Andy Poole of Armstrong Watson considers how smaller firms can achieve the transition. The basic option is either ... Obviously, some will be financial, but others are much less tangible: are your ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s ...

“It was a successful meeting and we are grateful for the good turnout,” Chris Keevy, secretary of the Sandbaai Special Rating Area (SRA) said. The SRA strives to keep the residents safe and to provide ...

We have to weigh both the “numbers” and the psychological impact when planning. Your goals and objectives are unique to you, and that needs to be incorporated for your plan to be successful. Tracks ...

This series of articles will highlight ideas and tactics for bringing another family member into an operation.

Financial planning is vital for all committed couples ... It is vital to have a clear estate plan, particularly in South Africa, as unmarried partners do not have automatic inheritance rights.