Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.

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

The years 2025-2026 mark an inflection point for estate, gift and generation-skipping transfer (GST) planning following enactment of the One ...

The $15 million estate tax exemption coming in 2026 requires advisors to rethink client strategies, with basis step-up ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

Below, we highlight the most relevant updates for private wealth clients, incorporating additional insights and planning considerations from recent estate and tax law developments. Top Marginal Tax ...

Separately, the lifetime gift and estate tax exemption (the amount you can transfer over your lifetime and at death before paying federal estate or gift tax) is scheduled to rise to an ...

How wealthy families use grantor trusts, dynasty trusts, offshore structures and shell companies to legally protect billions ...

Experts share strategies for managing the $84 trillion wealth transfer from baby boomers, including tax planning, trusts, and business succession tips.

Any form of US-listed stocks–either stock options or direct stocks–can create significant wealth, but they also carry the ...

Time to trade Giannis? Has Myles Turner lived up to expectations? Beat writer Jim Owczarski answers your questions.