Discover how to infuse your estate plan with values, traditions and purpose this holiday season to create a legacy that ...

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney ...

“Surprise heirs like Thomas are popping up because of DNA test kits,” according to the Wall Street Journal article. While ...

Imagine Joan, a 73-year-old widow who lives in a $1.5-million house in Colorado and has roughly $1 million saved. Joan, who ...

Does your estate plan include a large retirement account that you are planning to leave to your child(ren) or other family members?

In respect to real estate, it's so much harder than stocks in terms of negotiation of deals, time spent, the involvement of ...

Francisco Cabral Matos, Hugo Leonardo, and Margarida Campelo of VdA examine how corporate income tax and VAT planning, vehicle selection, and structuring choices can materially affect returns on Portu ...

Real estate transactions in New Hampshire invariably carry tax consequences. Whether you are a business owner, investor, or ...

Planning ahead for your credit cards can spare your loved ones stress. Here's what really happens to your accounts after you ...