New cost‑of‑living adjustments for 2021 will affect dollar limitations for pension plans and other retirement-related items.

Keeping the right talent is critical to preserving the stability of the family’s wealth.

Forget the haunted house and candy ... think bigger.

Revenue Procedure 2020-45 provides updates for more than 60 tax provisions.

For married clients reluctant to make gifts directly to their children, a spousal lifetime access trust can be an ideal solution.

When you make your bequest is a crucial calculation. Asian societies have long experience in juggling timing and outcomes.

Why the fusion jazz legend is a model for every successful financial advisory firm.

Why your client should never buy annual renewable term.

Small-business owners may still pay a higher marginal tax rate than wealthy people with investments -- and possibly a higher effective rate too.

Although the SECURE Act made significant changes to the required minimum distribution rules, those related to trusts as designated beneficiaries remain the same.