In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

If gifts are made regularly from surplus income rather than capital, they can be exempt from IHT immediately, without the ...

Here’s a quick estate planning tip: one of the easiest ways to reduce the size of your taxable estate is to take advantage of ...

Should I leave it to them in my will and pay inheritance tax; sell it now and give them the money, but pay capital gains tax; ...

Unless you have given away more than $13 million in your lifetime, a $75,000 gift will not trigger the federal gift tax.

Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the ...

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate ...

He has decided to give some money away now to me and my sister and will give us £90,000 each for a pension, but I am worried ...

However, the new regulations, scheduled to take effect next January, will cut this exemption in half to $7,500. This move is ...

There are many reasons for a business owner to develop a succession plan. It can ensure continuity and minimize disruptions, ...

Washington has one of the highest estate tax rates in the country, ranging from 10% to 20% on assets above $2.193 million.