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.
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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.
Recent news and developments that can help facilitate wealth planning conversations between financial professionals and their clients.
Advisors can use key findings from the FBI’s latest Elder Fraud Report to raise clients’ awareness of financial exploitation scams.
The money illusion can cause investors to act irrationally during periods of inflation.
How the recent notice issued by the IRS impacts clients who have inherited retirement accounts.
The IRS has published its annual list of common income tax scams. Learn how to spot – and avoid – these common schemes.
How SMAs can help advisors and investors fortify their wealth management and estate planning strategies
Recent news and developments highlighting key wealth planning topics.
Entrepreneurs have unique considerations when it comes to retirement planning.
How investors can prevent financial exploitation from derailing their wealth transfer plans.