Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

Now seems like an odd time to consider estate planning, but it’s actually the perfect time ... Plus, in most cases, life ...

Gift Your Money While You're Alive … Wisely You might not have to worry about estate tax planning if you simply give away your money while you're alive. As of 2023, the IRS allows individuals to ...

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

Unfortunately, estate planners have often taken that quote to heart and acted as though estate planning is fundamentally about death and the avoidance of a resulting death tax. To the contrary ...

From extending the tax cuts he signed into law in 2017 to ending taxes on tips, overtime pay, Social Security benefits and ...

Even if a client's net worth is under the federal estate tax exemption limits, financial advisors can help their high-net-worth clients minimize taxes by planning ahead and implementing certain ...

The proposed budget increases the real estate tax rate from $.89 to $.91 per $100 of assessed value. According to City ...

"Decedent" is a legal term used in tax and estate planning to refer to a deceased person. The possessions of an individual become part of their estate when that individual dies. And ...

The wealthiest people in the U.S. could see major tax hikes next year, sending high-net worth clients to financial planning ...