Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Yet another lesson in how estate plans and family challenges can pose difficulties for all. 

A significant victory for those with non-willful violations of the filing statute.

Be mindful that each enacting jurisdiction has adopted its own version of the UTC, and there are material differences between each adaptation.

Ultimately, a prenup’s flexibility allows it to strengthen—rather than jinx—a marriage.

Cecil v. Commissioner provides insights on how to weigh evidence on valuation discounts.

Tactical adjustments for a better year and then some.

Tax benefits are typically secondary factors with large gifts.

Massachusetts recently approved a new 4% tax on state residents with annual income over $1 million. Many states could follow.