Too often, advisors and clients focus only on preservation during difficult economic times. But for those with a ...

No matter the succession strategy, all producers have one similar goal: minimize or eliminate estate tax burden.

Are you considering giving cash or property to loved ones or others this year? Knowing the annual gift tax exclusion can save you money and spare you from filing gift tax returns. Here’s what ...

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

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

As lawmakers advance toward the critical 2025 tax cliff, a key—and increasingly contentious—policy question is coming into sharper focus: What ...

If you’re thinking of giving a gift to a loved one, it’s crucial to be mindful of the various tax and legal considerations ...

Mega Millions changes on April 5 will make winning easier and more lucrative for players. Don't expect taxes to be though if ...

Gift Your Money While You're Alive … Wisely You might not have to worry about estate tax planning if you simply give away your money while you're alive. As of 2023, the IRS allows individuals to ...

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

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