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 ...

India scrapped its wealth tax in 2015 and abolished inheritance and gift taxes long before that. As a result, assets passed ...

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

The grieving process is always challenging. But for many families, the slow legal process of distributing an inheritance compounds emotional pain with financial uncertainty. When pressing needs for ...

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

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 ...