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

All Saints’ and Souls’ Day have just passed, reminding us that, despite our advances in technology and medicine, death remains an inevitable part of life. Visiting the graves of our loved ones ...

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

Here are some allowable estate tax planning methods. 1. Donation The TRAIN Law has lowered the donor’s tax to 6% of the value ...

The federal estate tax ranges from rates of 18% to 40% but ... over half of seniors will at some point need long-term care. Planning for that possibility with long-term care insurance may be ...

This potential for uncertainty underscores the need for flexibility in the seemingly black-and-white world of estate planning and the tax-efficient transfer of wealth. A gift needs to be ...

I am doing a four-hour seminar this summer on estate tax planning for various CPA societies. This seminar will review the current estate tax planning options and then do a more thorough review of ...

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

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