When it comes to estate planning, one important decision many people struggle with is whether to sha...
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When estate planning, it’s common for parents to leave their primary residence or a vacation home to...
With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people wo...
A revocable trust (sometimes referred to as a “living trust”) is a popular estate planning tool that...
If you’re the parent of a newborn, toddler or older child, you may be thinking about naming a guardi...
We are proud to announce the promotion of four outstanding professionals to the role of Tax Principa...
Thanks to the annual gift tax exclusion, you can systematically reduce your taxable estate with litt...
If you hold an interest in a business that’s closely held or family owned, a buy-sell agreement shou...
A tax law change in 2019 essentially ended “stretch IRAs” by requiring most beneficiaries of inherit...