My husband and I plan to help our daughter with some of her wedding expenses. It’s my understanding an individual can give ...

Want to get on someone’s good side? Help them out financially? Or, perhaps, just make them really happy? Give ‘em a gift! (Cash is always nice.) But if you’re in a gift-giving mood, and you have a lot ...

The most significant tax overhaul since 2017 creates unprecedented opportunities—but only for those who act before December ...

The annual $10,000 gift tax exclusion will increase to $11,000 this year, and anyone who has an estate vulnerable to estate taxes or who is funding high-cost college expenses should consider using ...

On July 4, 2025, President Trump signed into law the 2025 Budget Reconciliation bill, commonly known as the One Big Beautiful Bill Act (“Act”). This legislation extends several provisions from the Tax ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. As an advisor working with ultra-high-net-worth families, I ...