St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and families with global assets, international estate planning has evolved from a ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

As the end of the year approaches, it’s natural to start thinking about what we’ve accomplished and what still needs attention. For retirees, this time of reflection should include checking in on ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

Discover how financial advisors protect wealth and guide families in building a lasting legacy.

Estate planning is commonly mislabeled as only for the rich, who have an abundance of assets that need proper allocation after one's passing. That is not true. Many layers within an estate plan denote ...

Without a plan, both personal assets and a company’s future—its employees, clients and value—can be left uncertain.

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Is creating or updating a will on your to-do list? No matter your specific assets or beneficiaries, everyone should have a plan for taking care of loved ones and preparing for the unexpected. The ...