This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

The GOP extended and increased the higher gift and estate tax exemption and affected AMT thresholds. What might this mean for ...

The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the ...

It is tempting to think the budget conflicts in Washington today are something new and different from a dialogue going on for ...

For states with an estate tax, the rates vary depending on the specific laws there. However, "18% is the federally mandated ...

Trust Structures In Action Advanced estate planning tactics can help families lock in today’s high exemption levels while supporting long-term legacy goals. A thoughtful mix of strategies can both use ...

The primary goal of estate planning is transfer of assets – money or property – from a donor to a beneficiary. One aspect of ...