Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

The wealthiest people in the U.S. could see major tax hikes next year, sending high-net worth clients to financial planning ...

In our previous blog post on the 2025 Heckerling Institute on Estate Planning, we highlighted the concept of purpose trusts, ...

And you still have time to do it for this year, even if you already paid your tax bill. When you apply for an exemption with ...

Start with Reviewing Your Financial Assets and Estate Plan Tax season is not just a time to fulfill obligations to the IRS; ...