The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...
The fight over a modest condo and roughly six figures in cash has turned into a national case study in what happens when ...
This digital legacy planning guide explains how families can access accounts after death, including Apple legacy contacts, ...
As family structures become more complex, and more are being pulled into the IHT scope, experts warn children from previous ...
A Special Needs Trust requires more precision, more care, and more stewardship than any other piece of an estate plan.
If Labour hoped that fiddling with the inheritance tax threshold would quieten the countryside, it misjudged both the mood and the memory of farmers. Raising the Agricultural and Business Property ...
Peter Coughlin of Berkshire Money Management recently wrote a blog post that landed with me: Families do not lose wealth only ...