If you have a long time horizon and if the tax cuts get extended for some time, that would have upward pressure on the ...

If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now ...

The Gift and Estate Tax Exclusion is currently scheduled to be reduced by approximately 50% in about 13 months. Without ...

Getting together with family over the holidays is a good time to watch for indications you may need to bring up estate ...

To ensure their property is distributed as they desire, individuals should outline their wishes in a will or trust; otherwise ...

From decluttering your house to phasing in renovations, here's what experts suggest for new homeowners hosting the holidays.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a ...

Understanding how to safeguard and grow your wealth is critical. Stewart Willis, co-leader of Asset Preservation Wealth & Tax ...

The 2025 transfer tax exemption will remain at a historically high level before being reduced by 50% on January 1, 2026 under ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...