Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the ...

Springtime is a great time to review your current estate plan or consider creating one. This year brings a number of ...

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 ...

Several indicators seem to be signaling that a recession is near. A measure of consumer confidence fell to its lowest level ...

If you just filed or you're racing to meet the 2024 tax return deadline, next year's return might be the last thing on your ...

Estate planners and tax advisers must understand the tax and reporting rules for clients using P2P payment applications for ...

Are you considering giving cash or property to loved ones or others this year? Knowing the annual gift tax exclusion can save you money and spare you from filing gift tax returns. Here’s what ...

Mega Millions changes on April 5 will make winning easier and more lucrative for players. Don't expect taxes to be though if ...

The purpose of a gift in trust is to avoid gift/estate taxes, as there is a lifetime gift/estate tax exemption limit. For 2025, that limit is $13.99 million. There's also an annual gift exclusion ...