The GOP extended and increased the higher gift and estate tax exemption and affected AMT thresholds. What might this mean for ...

This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

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

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

When it comes time for a business owner to transition or sell their business, taxes tend to be one of the most important ...

The complexity of art and collectibles planning means procrastination can be costly. As market conditions, tax laws, and ...

In terms of South African legislation, those who inherit from a deceased estate are not liable to pay tax on the inheritance.

Without Congressional action, the current lifetime estate and gift tax exemption—$13.99 million per person, $27.98 million per married couple—will be cut roughly in half, meaning families that ...

Whether you're starting over after divorce or the loss of a partner, failing to update your estate planning and financial ...

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial ...

As we celebrate Pride Month 2025, we honor the resilience, love, and achievements of the LGBTQ+ community. While progress ...

An adviser can help you negotiate the knowns and unknowns of estate planning to maximise the value of your assets for passing ...