Provisions within the Tax Cuts and Jobs Act of 2017 that helped wealthy individuals and families pass along sizable gifts tax ...

If you’re under 50 years of age, you can contribute up to $23,000; if you are over 50 years old, you can add a $7,500 “catch-up” amount. Advisers recommend that you invest in a globally diversified ...

The federal estate and gift tax exemptions are set to change in 2025, bringing new limits that affect gifting and estate ...

Discover essential year-end financial strategies to increase your savings and reduce your tax burden. Don't miss out!

Federal Estate, GST and Gift Tax Rates The federal estate, gift and GST applicable exclusion amounts are as summarized below. In simple terms, ...

FIPA brings needed flexibility to the allocation of receipts and disbursements between income and principal, giving ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...