A person doesn’t need an attorney for anything in this world … just like a person doesn’t need a dentist for a root canal. But sometimes it’s worth the peace of mind that professionals can provide, especially when it comes to estate planning.

Too often a trust is a proposed solution without consideration of the commensurate challenges of using a trust.

While there’s no single, prescribed path for selling your business, let us review key steps that offer a valuable framework for sellers aiming to maximize their final payout while simultaneously reducing the potential for problems down the road.

The mathematics that drive the powerful tools financial advisors use have links to our community.

Here are five ways that can help you build, protect and grow your wealth in the year ahead.

Millennials are now in their 30s and even early 40s and there are conflicting narratives about how they’re faring financially as they step into middle age.

Before fancy trusts and gifting, before engaging attorneys, before buying insurance, put pen to paper to determine if your financial plan can sustain the cost.

Benton-Franklin Trends’ Patrick Jones crunches the data on the bicounty’s per adult capita value of investment income and offers several reasons why investment income is relatively low here.

Why is it that these potential loans appear to be so lucrative … and is the opportunity too good to be true? The answer is that the lender is usually taking on far greater risk and should only engage in this lending with a clear understanding of the tradeoffs.

Trusts are not the solution for every estate plan.