Estate Planning

The billionaire pledged the majority of his fortune to charity, but there's newfound speculation as to which specific organization will get the windfall.

It provides guidance on a number of issues involving expenses and claims.

Even modest interest rate increases can have significant tax consequences.

With Pontera integration, TAMP GeoWealth gets a 401(k) management boost, another asset manager goes retail digital, and Advisor360° improves Beneficiaries.

The late actor’s assets will be split evenly between his widow and parents.

Take planning steps now to avoid future lawsuits.

A strategy to eliminate capital gains violates IRC Section 664.

Estate settlement may take Americans 18 months to finalize and is unnecessarily complex.

A lot can go wrong if you don’t examine the numbers.