‘I’m in the home stretch’: I’m 80. Do I leave my kids a ‘Magnificent Seven’ dynasty trust or a brokerage account?

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 ...

Learn smart strategies for grandparents to optimize 529 plans, tuition payments, and Illinois/Missouri tax benefits while ...

Samuel M. DiPietro of Spencer Fane discusses unique estate planning challenges of business owners of the Baby Boom generation, to protect accumulated wealth, minimize tax exposure and ensure ...

Unfortunately, this scenario may not play out as intended, but it does have some potential benefits. Taxes on gifts and ...

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

Estate-tax traps are becoming more common as laws and regulations shift quietly in the background. The only way to protect ...

From standard deduction amounts to tax brackets and Medicaid cuts, here’s what individual filers need to know about tax ...