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

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

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

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

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

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.

the federal estate tax doesn't kick in as long as the grandparents' estate does not exceed $27.22 million. Lawyers warn that upstream planning comes with risks. Individuals can lose their assets ...

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

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