Charitable tax deductions are about to see the biggest changes in nearly a decade in 2026 thanks to President Donald Trump ’s ...

Samuel M. DiPietro of Spencer Fane discusses unique estate planning challenges of business owners of the Baby Boom generation ...

How to support grandkids now—smartly—with 529s, tuition payments, and Illinois/Missouri tax breaks while protecting your ...

My husband and I plan to help our daughter with some of her wedding expenses. It's my understanding an individual can give $19,000 in a year without triggering a taxable event. What is the best way to ...

How charitably inclined taxpayers can use donor-advised funds and other tax strategies to get ahead of the OBBBA's revised ...

Maximize savings before the year ends.

Taxes shouldn't drive a farm’s succession and estate plan, says Polly Dobbs, an estate planning and wealth transfer ...

There's no such thing as "too early" when it comes to reviewing your estate plan. Case in point: several years ago, Kelley ...

You worked hard to have a comfortable life and pass on some wealth to your heirs. Unfortunately, if not done strategically, ...

Inheritance tax (IHT) receipts soared to £4.4bn between April and September figures from HMRC show, and are expected to continue rising. Known as Britain’s ‘most hated tax’, IHT receipts were £100m ...

The trick is to make changes to your personal finances that you will be happy with whether rumoured changes are announced in ...

Providing full-service wealth management means giving clients access to our team and our internal team of specialists for one ...