A massive wealth shift is happening as trillions pass from older generations to younger ones — and women are inheriting more ...

Jump AI data shows 44% of meetings now cover wealth transfer. Learn five critical areas where beneficiary designations fail ...

ACTEC highlights key estate planning concerns in new tax law affecting Trump Accounts, deductions and QSBS starting January ...

Canada is experiencing the biggest wealth handoff in history. Baby boomers are passing down an estimated $1 trillion to their ...

Moving your U.S. Individual Retirement Account to Canada without understanding the full impact can be a costly mistake ...

AJ Bell Investcentre has expanded its estate planning range with the launch of two new trusts amid rising demand for ...

Wealthy families are staring at a shrinking window to move fortunes out of their taxable estates before generous federal ...

When clients die, their children are often left with the uncomfortable job of dealing with what they may see as just junk.

California progressives are pushing a wealth tax that would skim 5 percent of the assets of billionaires to cover the state ...

Thousands of workers forced to work from home will no longer benefit from the working from home tax relief next year. How ...

Cross‑border planning means working with a team of advisors who understand both sides. That means working with ...

The One Big Beautiful Bill Act, often nicknamed the “OBBA,” was signed into law in July 2025 and made permanent changes to the federal estate, gift, and generation-skipping transfer (GST) tax ...