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

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 dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the ...

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

In 2025, the gift tax limit is $19,000 per recipient, but Connecticut adds its own unique twist. Learn how to avoid costly ...

A Path to Financial Freedom Generating wealth for a comfortable retirement is a dream for millions, yet it requires more than ...

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 ...

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

Inheritance tax policy changes are prompting a surge in individuals overhauling their plans for their estate, say ...

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