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

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 ...

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

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 ...

According to the National Institute on Ageing and RBC Royal Trust, more than 25 per cent of Canadians over the age of 55 lack ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make ...

According to TikTok finance influencer John Liang, you could be setting your kids up for big tax bills if you don't do your ...

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