Wealth Planning

Tips to help your clients think seriously about the decisions they'll have to make when it comes to health care.

President Joe Biden's budget proposal calls for more than $2.5 million in tax hikes on the wealthy and large corporations. That includes a 20% minimum tax on the unrealized capital gains for households worth at least $100 million.

It is time for platforms and marketplaces, such as Ethereum and OpenSea, to agree on basic protections.

Cash-out refis enable newbie investors to buy second or third houses— or more — to capitalize on surging rental demand.

Millions of Americans retired sooner than they anticipated because of Covid-19, but applications for Social Security benefits are roughly flat. What gives?

What do these developments mean for estate planning with digital assets?