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Should you tell your children about your wealth and your estate plan? This is a common question, and the answer depends on the unique dynamics ...

March is International Women’s Month, and it’s a timely opportunity to remind women of the importance of their role in making financial decisions for their ...

Starting in 2025, the Internal Revenue Service (IRS) is ending a grace period it allowed regarding taking mandatory withdrawals – or Required Minimum Distributions (RMDs) ...

The Tax Cuts and Jobs Act of 2017 contained wealth transfer tax provisions that have been highly beneficial to those who may have a taxable ...

It’s the holidays, and you’re likely planning on spending time with friends and family as a part of your celebrations. While you’re all together, family ...

When a person dies, it’s common to casually refer to his or her survivors as ‘heirs.’ However, when it comes to determining a survivor’s legal ...

The Corporate Transparency Act (CTA) went into effect on January 1, 2024. The CTA aims to prevent individuals from maliciously and intentionally using U.S. entities ...

Pets provide companionship, devotion, and love, and many of us find great meaning and joy in sharing our lives with them. They truly are family ...