Federal estate and gift tax rules are poised for a major shift in 2026, affecting how much wealth families can transfer ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

Could a $25 gift to a newborn trigger an IRS filing requirement? For families planning to take advantage of the new Trump ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...

With 2025 drawing to a close, the tax landscape looks very different from where we stood just 12 months ago. The passage of the One Big Beautiful Bill Act (OBBBA) has rewritten several key components ...

• Total contributions to all traditional individual retirement accounts and Roth IRAs will be capped at $7,500 ($8,600 for individuals age 50 or older) or the taxable compensation for the year, ...

Estate planning isn't a one-time event - it's a moving target. With gift and estate tax laws in flux and even "permanent" reforms often lasting no more than a decade or an administration, families are ...