In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust ...

Through the years, the US Tax Court has provided significant clarification on the gift tax consequences of terminating ...

Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.

Pet-focused succession planning is in its infancy here, but Ratan Tata’s will has created wider awareness and more interest ...

Estate planning is one of the most crucial yet often overlooked aspects of personal financial planning Whether you are looking to create a will establish a trust or designate powers of attorney ensuri ...

No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

Countless people work hard all their lives not only to take care of their families while they're here but also to be in a ...

This is especially relevant in 2024 when stocks skyrocketed. It may also apply if you have a concentrated stock position with ...

A multi-state Extension workshop series for women in agriculture will offer strategies to evaluate and improve farm estate ...

My psychologically disabled adult son who also suffers from chronic physical illnesses will live with me for the remainder of ...

Obtaining a new EIN before year-end can be quite difficult with the online application shutdown. Fortunately, there are ...