A tax-smart approach to maximize your philanthropic impact.

PLR deems judicial modifications of trust don’t impact generation-skipping tax exemption.

If adopted as is, the proposed bill would call into question many French-American estate-planning strategies.

Estate liquidity may be the key.

WealthHarbor Capital Group’s Brandon Grandbouche and CBIZ Retirement Plan Services’ Stan Milovancev discuss how their firms are handling hiring and managing staff amid COVID-19’s disruptions.

The formula will change for families filling out the form beginning Oct. 1, 2022.