Wealthy families have a rare chance in 2025 to gift up to $13.61 million tax-free -- before the estate tax exemption is ...

We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to ...

Naim, Joshua Driskell, Jordi Pujol, and Mike Watson offer key insights on 2025 wealth management and estate planning ...

I have a daughter who has had severe drug problems since she was 18; she’s now 29. I got divorced when she was a baby. I was ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift.