Estate Planning attorney Jim Dougherty reveals key ethical and tax considerations for spousal lifetime access trusts.

To achieve this AI competitive advantage, many companies are continuing to invest substantially in AI technologies. Over the ...

Before switching from a fully insured group health plan to a self-funded plan, organizations should take several factors into ...

A holistic financial plan goes beyond—here’s how to approach it.

With the proliferation of states that have abolished the rule against perpetuities (RAP) or introduced a statutory RAP with ...

The new workplace reality demands that organizations support leaders in settings where complex and often messy relationships ...

As family offices become increasingly global, the decision of where to base your operational hub has never been more ...

The budget is $523 million larger in total spending, or 3.6%, than than the current year budget lawmakers approved in June ...

Feeling ambitious but overwhelmed? You can plan your 2026 career with clarity, focus, and momentum without sacrificing your ...

Find out how to navigate the complexities of wealth, taxes, banking and estate planning when you move to a new country ...

Use these tips to talk TFSAs, RRSPs and FHSAs in the new year A new year means new contribution room for eligible taxpayers ...

As a major federal agency reportedly moves away from monetizing the health benefits of regulations, the economist who ...