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

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

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

Samuel M. DiPietro of Spencer Fane discusses unique estate planning challenges of business owners of the Baby Boom generation ...

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

Taxes shouldn't drive a farm’s succession and estate plan, says Polly Dobbs, an estate planning and wealth transfer ...

If you feel you made too many sacrifices to get to a $7.8 million nest egg, it’s natural to want your child to avoid the same ...

Chancellor Rachel Reeves could make some of these allowances less generous in a bid to raise more revenues for the Treasury, ...

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

It's important to stay informed about these new updates, especially when planning your finances, to ensure your retirement ...

Nicholas Hyett warned that the Government could target lifetime gifts and other reliefs to increase revenue still further.