Dan, now that the estate tax exemptions are permanent, do we need to keep our trust? — Steve in Satellite Beach . A. Steve, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. On July 4, 2025, President Donald Trump signed into law the ...

Effective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're ...

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating ...

Executors face personal liability when they distribute estate assets before resolving a deceased parent's tax problems ...

You may have heard by now that the Gift and Estate Tax exemption amount was increased by the Tax Cuts and Jobs Act of 2017, which became effective on January 1, 2018. This article is to highlight some ...

With current estate-tax rules set to expire at the end of next year, life insurance could help heirs to some high net worth clients avoid bigger costs and payments to Uncle Sam in the future.

Robert Amoruso is the Founder and CEO of Gideon Strategic Partners, a boutique investment advisory firm based in Santa Monica. Navigating the intricate landscape of taxes, estate planning and asset ...

Estate planning is a critical part of financial planning that helps protect your assets even after you’re gone. You can set your children and grandchildren up financially, ensure your spouse is taken ...