For example, the lifetime exemption for estate taxes rose from $1.5 million in 2005 to $13.61 million in 2024. The exemption es expected to drop to an estimated $7 million on January 1, 2026.

For example, the lifetime exemption for estate taxes rose from $1.5 million in 2005 to $13.61 million in 2024. The exemption es expected to drop to an estimated $7 million on January 1, 2026.

The resounding financial goals of many high-net-worth families center around the growth, preservation and eventual methodical ...

A family trust can be incredibly effective, especially for homeowners, if the assets are properly titled, trustees are selected wisely, and beneficiaries understand the setup,” Mineva says.

For example, the district partnered with local nonprofit Housing Families First, using a $500,000 grant from the local Lora M. and E. Claiborne Robins, Sr. foundation to help more than 120 ...