Author: narayan

https://estateprograms.com/ Craig R. Hersch is the creator of The Freedom Practice™, The Family Estate & Legacy Program™ estate planning practice

Family offices are an enigma. Even families with significant businesses or foundations struggle to define the role of their single

Wealthspire is purchasing a Portland, Ore.-based advisory firm specializing in institutional and high-net-worth clients with $11 billion in total assets

Modern Wealth Management, an acquisitive registered investment advisor co-founded by former United Capital executives, has agreed to acquire Brown and

Nontaxable gifts may be an attractive component of a comprehensive estate plan. Structured properly, nontaxable gifts facilitate moving value out

In a midterm election year, the policy agenda is as much about political positioning as about legislating. With narrow margins

What truly drives long-term growth in a financial advisory business? Is it better tools, stronger strategies, or something far more

• Self-settled asset protection trust can’t shield real property in other states—In United States v. Huckaby (No. 2:23-cv-00587, March 2,

In Private Letter Ruling 202614004 (April 3, 2026), the Internal Revenue Service concluded that the early termination of a charitable

A recent DCIIA/TRAU study among 18 TPA senior executives registered to attend the 2026 TRAU TPA RoundTable and Think Tank