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

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Understanding how to safeguard and grow your wealth is critical. Stewart Willis, co-leader of Asset Preservation Wealth & Tax ...

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

Join Professors Bloink and Byrnes on Wednesday, Decdmber 11, 2024 as they analyze and debate the potential outcomes of the ...

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

Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?

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

Inheritance tax changes may feel a long way away, but sooner is better when it comes to structuring your assets to pass on as ...

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

From investment strategy to philanthropy, family offices offer a bespoke solution that goes beyond traditional wealth ...