It's important to stay informed about these new updates, especially when planning your finances, to ensure your retirement ...

The landscape of estate tax law continues to evolve, presenting both challenges and opportunities for high-net-worth individuals and families. As we begin 2025, it is crucial to understand upcoming ...

Taxes shouldn't drive a farm’s succession and estate plan, says Polly Dobbs, an estate planning and wealth transfer ...

This second part of a two-part article on everything practitioners should know about the estate tax covers estate tax planning techniques, including the marital deduction and the use of various types ...