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

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

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

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

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

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

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

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

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

This series of articles will highlight ideas and tactics for bringing another family member into an operation.

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