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

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

With major tax provisions expiring in 2025, Levine explains what you need to know and do to minimize financial impact.

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

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 ...

Anyone can learn from billionaire investor Warren Buffett's proactive and flexible approach to estate planning, experts say.

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

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

The federal estate tax ranges from rates of 18% to 40% but ... over half of seniors will at some point need long-term care. Planning for that possibility with long-term care insurance may be ...

Many people believe they have solid estate plans but really are putting their legacies at risk because of some very common ...