Using Estate Planning Tools when Markets Are Volatile
Tariffs, persistently high inflation and market volatility can stress even the most carefully designed financial plans.
What Is Elder Law?
Elder Law is made up of three major categories, which can be broken down further into deeper topics.
How to File Tax Return When Mom Passes Away
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
Required Minimum Distribution Changes for 2025
New withdrawal requirements for inherited IRAs create tax planning challenges for beneficiaries.
Affluent Parents Maximize Tax-Free Giving to Children
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
Gift and Estate Tax Exemption Limits Increase for 2024
It’s nobler to give than to take, the saying goes, and giving assets to loved ones while you’re still alive is a great way for them to enjoy the benefits right away—and for you to delight in seeing them enhance their lives.
Get These Estate and Tax Items Done Before It’s too Late
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
What’s the Latest with Aretha Franklin’s Estate?
Aretha Franklin’s long-standing $7.8 million debt to the Internal Revenue Service has been paid in full, her estate says in a new court filing.
What’s Latest on Black Panther Star Chadwick Boseman’s Estate?
At the time of Boseman’s death, news came to light that he had married Taylor Simone Ledward a few months earlier and that he had no will.
When are You Required to File a Gift Tax Return?
The IRS wants to know how much you’re gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes, reports The Street in a recent article “Do I Need to File a Gift Tax Return?” Knowing whether you…
