All Saints’ and Souls’ Day have just passed, reminding us that, despite our advances in technology and medicine, death remains an inevitable part of life. Visiting the graves of our loved ones ...

The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...

Executors must choose between a calendar year or fiscal year for an estate’s taxable year, a decision with lasting financial ...

Here are some allowable estate tax planning methods. 1. Donation The TRAIN Law has lowered the donor’s tax to 6% of the value ...

Estate-tax planning is a leading topic when wealth planners and tax experts discuss how their high-net-worth clients are trying to prep their finances for a presidential election with a lot at ...

This potential for uncertainty underscores the need for flexibility in the seemingly black-and-white world of estate planning and the tax-efficient transfer of wealth. A gift needs to be ...

A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for ...

If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...

Georgia Swan, Tax and Estate Planner at TD Wealth, looks at the different options available when deciding whether to ...