How well do you know the new 2026 IRS rules for wealth transfer and the specific tax brackets that affect your heirs? Let's ...

The One Big Beautiful Bill Act (OBBBA) updates estate, gift and charitable rules, raises exemptions and adjusts SALT ...

Our guest columnist breaks down new provisions that could have an impact on businesses in Maine, especially those that invest ...

Inheriting property can feel like both a blessing and a burden. You're dealing with loss, memories, and suddenly there's a ...

For those who have a gut feeling that the richest Americans are getting richer while the rest of us are getting poorer or just treading water, the evidence is that they are right. Not since the start ...

The federal estate tax affects only about 0.1% of Americans. However, the repeal of that tax could affect all of us. This article addresses what you should know as Congress considers pending estate ...

While the federal estate tax exemption rose to $15 million in 2025, New York’s exemption remains at about $7.16 million, with a “cliff” that heavily taxes estates just above that amount. Proper ...

When planning for the future, life insurance is a key component of a well-rounded financial strategy. One type that often goes unnoticed is second-to-die life insurance, or survivorship life insurance ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...