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

Your father gave you your mother's jewelry - you did not say that you inherited it from her. That's an important difference.

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

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.

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

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

Cost basis is the original purchase price of an asset. Tracking cost basis is key to tax-efficient investing. Many, or all, of the products featured on this page are from our advertising partners who ...

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 ...

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 ...