Stress caused by uncertainty is more prevalent than ever. Considering "what if" scenarios can help provide comfort in being prepared.
The current exclusion amounts available for transfer taxes that pass down significant wealth may be too rare an opportunity to pass by.
What will happen to your family's vacation home in the future?
Basis planning may help lower capital gains taxes on assets you leave to your heirs—ultimately making it possible for them to enjoy more of their inheritance.
The spousal lifetime access trust has become a popular estate planning strategy employed by married couples.