Parents need to focus on their own goals first.

IRS deems disclaimer of trust interest not subject to gift tax.

Will it help or hinder them?

The firm is the latest to take legal action against the insurer for cutting commissions on annuities with guarantees.

Is talking about money taboo in your family? There are ways to gingerly broach the subject, especially with a legacy-focused mindset.

Encourage clients to plan before the 2026 sunset of increased exemptions.