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

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

A good estate plan has at least three elements – a will, a power of attorney and an advance healthcare directive – and each ...

From updating your will to planning for your children's care to addressing long-term care needs, make your family's needs a ...

A key federal estate, gift and generation-skipping transfer tax exemption included in the Tax Cuts and Jobs Act (“TCJA”) is ...

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Owning real estate property overseas can be a great investment. U.S. cross-border tax planning and fully understanding U.S.

It is becoming increasingly commonplace for people to enter long-term romantic relationships without legally marrying. While there are no ...

Internal Revenue Service recently issued final regulations (final regs) imposing a tax on U.S. citizens, residents and ...

US citizens residing in Europe must consider the potential for estate and inheritance tax exposure by both the European ...

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

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision ...