The Tax Cuts and Jobs Act (TCJA), passed in 2017, created a golden opportunity for families to preserve and maximize the ...

Federal Exemption Amounts Increased to $13,990,000 - As of January 1, 2025, the federal gift and estate tax exemption amount, as ...

Security is becoming a central consideration in structuring everything from family offices to succession plans.

As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2025 planning options.

Recent legislative changes have stripped IRAs of all their redeeming qualities, Ed Slott said in a recent episode of Decoding ...

Gift and estate tax laws aren't changing at the start of 2025 but the amounts you can give tax-free are going up.

Because of their many potential benefits, 529 plans can be helpful for families when it comes to estate planning.

Estate planning is about a lot more than just inheritance tax: it’s a peace-of-mind strategy to help families pass on wealth ...

Trump's inauguration day is coming up quickly. Making the necessary preparations before the president-elect steps into the ...