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

Going into the election, estate tax laws were expected to be in a state of flux for 2025. After the election, they continue to be unpredictable, making now a great time to consider estate planning ...

With the impending end of the Tax Cuts and Jobs Act, discover actionable strategies to optimize your taxes now.

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

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

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

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

Incapacity planning: Another benefit is that a living trust includes ... Limitations on tax Benefits and Transferable Assets: ...

I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is) ...

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...

Georgia Swan, Tax and Estate Planner at TD Wealth, looks at the different options available when deciding whether to ...