The federal estate tax is not just for the ultra wealthy - it can affect business owners, real estate investors, and families with substantial or highly appreciated assets.

In this article, we’ll uncover what Perry's approach to estate planning teaches us about protecting our assets. You don’t have to be a celeb

Bringing home a medal means bringing the IRS a win.

Tony Bennett’s estate has become the center of a legal dispute involving his children, Antonia and Johanna Bennett, who have filed a...

When your child turns 18, they’re legally considered an adult, even though they still have much growing up to do (though they may not think

Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...

When paying off student loans is hard to even consider saving for your retirement. Think again!