Can he be set for life? Four million is a life-changing amount of money to inherit, and he would have to be very careful ...

Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for ...

With major tax law changes from the new OBBBA, now is the time to align your business and personal strategies for maximum ...

America’s biggest wealth transfer isn’t rich vs. poor – it’s young vs. old. How Social Security and Medicare quietly shift trillions from struggling Millennials to the wealthiest seniors in history.

Estate tax planning may be key for many retirees, yet it's anything but easy. Between the complexities of federal estate ...

Australia is experiencing one of the largest intergenerational wealth transfers in its history, but the most significant ...

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

Title Allocate today announced the launch of its AI-assisted personal assets management platform, which solves increasingly complex challenges and tight settlement timelines that estate attorneys face ...

Toronto city council has approved a hike in land transfer tax on houses that sell for more than $3 million starting next year ...

The Most Important Part of the World’s $124 Trillion Wealth Transfer Isn’t Money A Once-in-History Shift Is Already Underway: ...

How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.

Without proper planning, heirs can end up inheriting a financial headache instead of a windfall. Tax laws, estate rules, and ...