Estate Planning

Collaborative advisors set the stage for a client’s informed decision.

Unwanted items in an estate aren’t necessary a bunch of junk.

A new report urges against the changes.

A policy that performs justifies the premium costs and liquidity constraints. Unfortunately, it's all too common for life insurance to use and hold value that's better deployed elsewhere.

But was it worth the cost of getting a the private letter ruling?

Spouse can qualify for marital deduction.

They’re always a good idea, whether required or not.

The agency urges maintaining robust security measures to protect clients.

The proposals aim to align tax reporting on digital assets with that of other financial assets.

It's key to consider the emotional, financial, and tax implications of gifts of tangible personal property.