If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now ...

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

The 2025 transfer tax exemption will remain at a historically high level before being reduced by 50% on January 1, 2026 under ...

Kristi Noem has long told a tale about the Internal Revenue Service’s crushing “death tax” on her farming and ranching family shortly after her father’s untimely death. But court documents suggest ...

One example is extending the lower marginal tax rates, enacted in 2017, that are scheduled to sunset at the end of 2025.

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

No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

The Gift and Estate Tax Exclusion is currently scheduled to be reduced by approximately 50% in about 13 months. Without ...

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 ...

The following is a sample of 2024 tax saving and deferral strategies available to you by acting prior to Dec. 31.

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 ...