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.
There's only so much control that their grandparents will be able to exercise after they're gone, and the best kinds of gifts don't come with strings attached. All inheritance is treated as separate ...
Any form of US-listed stocks–either stock options or direct stocks–can create significant wealth, but they also carry the ...
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New IRS Rules Could Change How You Use an Irrevocable Trust to Leave Assets to Heirs
Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.
Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explores how 1031 exchanges are evolving from ...
How wealthy families use grantor trusts, dynasty trusts, offshore structures and shell companies to legally protect billions ...
My wife and I have lived in our house for 18 years and have a 15-year-old son together. We're getting divorced and I want to ...
Millennials are having difficult conversations with their baby boomer parents about the avalanche of stuff they don't really ...
High Melton is situated between Doncaster and Barnsley. The first plain record of a demesne at ‘Middle-tun’ is in the ...
In June, when Trump announced that he had brought peace to eastern Congo, he described it as “a glorious triumph.” But the ...
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