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

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

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

How complex are your taxes? Here's how you can decide whether you can go the easy route or need the help of a pro.

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

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

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

Going into the election, estate tax laws were expected to be in a state of flux for 2025. After the election, they continue to be unpredictable, making now a great time to consider estate planning ...

Farm financial planner Myron Friesen writes that he feels a lot better about the future of estate tax limits under the ...

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