The One Big Beautiful Bill Act raised the federal estate tax exemption starting in 2026 to $15 million for an individual and $30 million for a couple. This could eliminate federal estate taxes for ...
The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate ...
As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift ...
Is it time to update your estate plan or trust?  How often should one revisit existing estate planning?  What impact will ...
All I could think of was what would happen to our sons if something were to happen to my husband and me. We agreed on ...
When my dad sent me a document with all important information I cringed because he wasn't even sick. I wish I could thank him ...
With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.
Imagine Joan, a 73-year-old widow who lives in a $1.5-million house in Colorado and has roughly $1 million saved. Joan, who ...
"An estate plan that’s ready to go when it’s needed...belongs in a binder, and a lot of important documents are aggregated in ...
First, use the holiday gathering to schedule a future conversation rather than have it right then. Saying "I'd like us all to ...
From a $10 million Birkin to a $2.9 million Macallan, luxury collectibles are transforming the collectibles market and estate ...