Estate Planning

Tax Court rules that they must be included in decedent’s estate.

Only once clients unpack what money means to them individually can they take it to the next level and work to reconcile their views with others in the family.

With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again.

Think Bezos, Buffett and Musk have it wrong? Think again.

What are the most common errors advisors make when guiding their clients on Social Security decisions?

A new charitable giving opportunity to discuss with your clients.

If clients have the stomach to stick it out, this is an opportunity to take short-term lemons and make them into long-term gifting lemonade. 

The policy death benefit often doesn’t stay in force automatically; you have to ask for it.

Tax professionals can help protect their clients by watching out for these items.