There’s also a need to think ahead about managing your money amid the ‘great wealth transfer,’ which could see older adults ...

Springtime is a great time to review your current estate plan or consider creating one. This year brings a number of ...

With the basic exemption amount for estate, gift, and generation-skipping transfer taxes set to be cut in half after the end ...

Wealthy individuals often pay less in inheritance taxes than we expect. Learn how tax exemptions, trusts, and legal ...

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

Several indicators seem to be signaling that a recession is near. A measure of consumer confidence fell to its lowest level ...

Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, ...

A financial advisor with estate planning expertise can help you navigate the gift and estate taxes. Connect with a fiduciary advisor today. In fact, most families will never have to worry about ...

With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

Estate planners and tax advisers must understand the tax and reporting rules for clients using P2P payment applications for ...

For families looking to build generational wealth, owning a home is often one of the key steps toward creating an asset to ...