Learn the benefits and drawbacks of using trusts versus outright gifts when passing assets to your children or grandchildren.

Although the money you save in a traditional individual retirement account (IRA) is often tax-deferred, the value of the IRA ...

Preserving generational wealth with trusts, life insurance and annual gifts are among key strategies for the current $84 trillion wealth transfer.

Revocable trusts can be changed as long as the trust creator — that would be you — is still alive. You retain control over the assets in the trust and can sell or dispose of them as you wish. The most ...

That means two things. First, you could legitimately move half the money into another account for your son, preferably with your husband's knowledge. Second, if you die before your husband, he will ...

What am I overlooking? We have one grandson and we will fund a 529 to cover college, although our son and his wife, another hedge-fund trader, have enough. I feel guilty. I enjoy vacations to Europe ...

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

Selling a parent’s home is emotional and complex. Here's how to protect the property, preserve family peace, and confidently ...

Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any) Details of any open stock-settled derivative positions ...

Use a separate form for each offeror/offereeWarehouse REIT Plc (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: (e) Date position ...

Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any) Details of any open stock-settled derivative positions ...

The qualified small business 1202 stock exemption is a $10 million exclusion that seems too good to be true and is often ...