This wealth transfer option may be a tax-effective way to financially support aging parents and your children.
Trusts may be helpful wealth-transfer tools for both taxable and nontaxable estates.
Sweeping changes enacted by the Tax Cuts and Jobs Act created potential opportunities for some real estate investors. Here's what you should know—and next steps to consider.
Five questions to ask your advisors following the passage of the Tax Cuts and Jobs Act.
These smart moves can help you make the most of your charitable giving in light of tax reform.
The Tax Cuts and Jobs Act more than doubled the estate tax exemption. What does that mean for your wealth transfer plans?
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