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

The Senate Finance Committee and the House have each advanced their versions of the 2025 tax bill, both aiming to make ...

Gifts you make throughout your lifetime can be protected from taxation by exclusions of many millions of dollars if you ...

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

Gifting funds in retirement , when done strategically, can support loved ones and meaningful causes without jeopardizing long ...

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 ...

I live in Australia and I own a leasehold flat in Suffolk that I use when visiting the UK. I no longer wish to own it due to the doubling of the council tax and hope to pass it on.

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 ...

In 2017, a Republican-controlled House and Senate passed the landmark Tax Cuts and Jobs Act. The TCJA more than doubled the ...