The Trump administration's proposals, including the potential repeal of the federal estate tax, have implications for capital ...

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

With growing political pressure to curtail benefits for non-citizens, estate planning tools like the QDOT may be vulnerable ...

We're 57 and jointly own a £1.3m house. We want to avoid a situation where the surviving twin might have to sell our home to ...

Trump's tax cuts likely to be extended, estate tax may be repealed, more changes for investments, advisors should expand knowledge on crypto.

Jeff Bezos plans to donate most of his massive fortune. Learn how a legacy-building effort can include estate planning strategies like trusts and charitable giving.

A well-structured trust is often a central estate planning tool for small businesses and closely held family business owners ...

You’ve signed your estate plan – congratulations! The most important step is complete. But the next most important step with ...

Donald Trump has returned to the White House for a second term. During his first, Trump overhauled the tax code with his 2017 ...

If you have any assets to pass on after you die, be they physical ones like property and other possessions, or cash-based, ...

Life insurance policies can be an excellent addition to a wealth management plan. Depending on the type of policy, they can provide life insurance and help generate financial resources. However, there ...