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 ...

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 ...

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...

With the impending end of the Tax Cuts and Jobs Act, discover actionable strategies to optimize your taxes now.

The end of the year presents the annual task of maximizing financial benefits and minimizing tax liabilities for businesses ...

I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is) ...

With just a few weeks left in 2024 and new year around the corner, Nicole Ewing, Director, Tax and Estate Planning at TD ...