Wealth Planning

Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits.

Irrevocable trusts can't be modified ... unless they can.

Pay close attention to the upcoming U.S. Supreme Court decision.

Americans outside the wealthiest quintile have run out of extra savings generated early in the pandemic and now have less cash on hand than they did when the pandemic began, according to Fidelity Investments.

A 5.4% bump in the standard deduction and a boost to 401(k) contribution limits are among the tweaks to account for inflation.