Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

Real estate transactions in New Hampshire invariably carry tax consequences. Whether you are a business owner, investor, or ...

The One Big Beautiful Bill Act (OBBBA) updates estate, gift and charitable rules, raises exemptions and adjusts SALT ...

Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Tax and estate planning is always a year-end ritual, but this time the stakes are higher. A sweeping federal overhaul, new ...

In 2025, the federal estate tax exemption is $13.99 million per individual estate. In 2026, this exemption will increase to ...

From expanded deductions to state-specific rules, these updates could help farmers save money and optimize their tax ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...

Discover how to infuse your estate plan with values, traditions and purpose this holiday season to create a legacy that ...

In 2025, ultra-high-net-worth families navigated a year defined by policy uncertainty, market volatility, and an intensified ...