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

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

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 ...

Local attorneys say having a plan in place outlining where assets will go when an individual passes away and who can make ...

Estate planning is often considered a topic reserved for married couples or those with children. However, it is even more ...

Santa Fe Water now has new resources that will be used to guide its water conservation efforts driven by real-time, science-based data. The city of Santa Fe has always been a leader in conservation ...

It took PM Anthony Albanese 79 days to sell his investment property and he copped a $150k discount on the original price ...

For retirees, managing digital assets introduces challenges beyond traditional financial planning. Many are less familiar ...

Family investment companies (FICs) have in recent times become a popular estate planning vehicle. They are often used as an ...

Knowing the rules for capital gains tax on residential real estate and home sales is important ... Tax Breaks Your guide to tax deductions and credits, how the IRS treats them differently ...

Many aspects of these funds are not be immediately apparent. Understanding these details can enhance your investment strategy ...

This beautiful town on the shores of Lake Ontario has been among the most charming real estate markets in the GTA for several ...