The primary goal of estate planning is transfer of assets – money or property – from a donor to a beneficiary. One aspect of ...

Abbott, Stringham & Lynch launched a talent hub in Hyderabad, India, called ASL Global Advisors Private Limited on June 23.

Inheritance tax policy changes are prompting a surge in individuals overhauling their plans for their estate, say ...

Traditional wills alone often fall short when protecting substantial assets and ensuring a smooth transfer to future ...

High-income earners in India can save lakhs in taxes with smart intra-family financial planning. CA Sk Md Affan explains how ...

“Gifts made from surplus income can be a powerful tool for inheritance tax planning,” says Andy, “but the key is evidence. You must be able to prove that the gifts are both regular and sustainable, ...

Even if you plan to cover tuition out of pocket, it often makes sense to contribute to a 529 plan. These accounts offer tax-free growth and withdrawals for qualified education expenses. In some states ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Advisers expect to update clients’ estate planning plans on the back of changes to inheritance tax via a range of approaches, ...

Giving Funds are the latest in a flurry of product rollouts with the purported goal of impacting stagnant U.S. charitable ...

Cavendish Farms is looking for a tax exemption for its expansion and improvements that has an estimated cost of about $200 ...