Farmers should be acting now on succession planning both prior and post April 2026 as they rally against the government’s inheritance tax changes, says Teresa Dunning, a financial planning director at ...

The answer depends first and foremost on how much time financial advisors have for an emotionally and technically challenging process, experts said.

Most agents put off succession planning because it feels overwhelming. But here's the truth: You don't need to figure ...

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Board of Directors today sent a letter to shareholders in connection with its upcoming 2025 Annual Meeting of Shareholders (the "Annual Meeting"), which will be held at 8:30 a.m. U.S. Eastern Time on ...

Rockford Construction Co.’s longtime CEO Mike VanGessel has stepped away from leading the firm he co-founded in 1987.

CompanyOverview|NYSE:BRK.B]The renowned investment firm Berkshire Hathaway (NYSE: BRK.B), led by the legendary Warren Buffett ...

Ssuccession planning is as vital as any other organizational process. But it currently feels outdated—almost prehistoric.

The Humphreys Group was founded in 1983 by Henrietta “Henri” Humphreys, a trailblazer in fee-only financial planning. Bourdo ...

As Donald Trump and his next administration threaten Mexican drug cartels, experts warn their plan could endanger Americans.

Family businesses are unique assets, carrying economic potential and the legacy and dreams of multiple generations. The ...