While the wealth that may be passed on to the next generation continues to grow, the number of estates that pay the federal estate tax has plummeted.
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What has changed, who is affected, and how advisors can help clients receive the benefits they have earned.
This year’s Greenwood Project interns offered insights into how young Americans view the financial industry and their own financial futures.
The “sunset” of the Tax Cuts and Jobs Act of 2017 includes many tax law changes in addition to the reduction of the estate and gift tax lifetime exemption.
Many students starting college will also reach another milestone: Turning 18. Here are the legal documents families should draft to help children prepare for adulthood.
How the recent notice issued by the IRS impacts clients who have inherited retirement accounts.