Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable ...

Learn essential steps to protect LGBTQ marriages, from obtaining a marriage license to updating your estate documents.

Discover how prioritising your will can transform your financial planning and safeguard your loved ones' futures.

Whether your company has well-established caregiving benefits or none, today is the perfect opportunity to take the first ...

Although it can be an effective estate planning tool, its benefit for a person's financial situation can depend on several factors. A testamentary trust can be helpful if the decedent, such as a ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

Being childfree reshapes your entire financial future. Explore strategies for living a financially independent life.

Discover non-probate assets in estate planning, how they differ from probate assets, their benefits, challenges, and ...

Porte Brown. "Estate Tax Planning Tips for Married Couples." Fidelity Investments. "Understanding the Generation-Skipping Transfer Tax." ...

With wellness already a well-loved way for the well-heeled to spend money, real estate isn’t going to miss out on a personal ...

The removal of conditions for holding two self-occupied properties in Budget 2025 without any tax implications expected to spur fresh real estate investments ...