In 2025, the gift tax limit is $19,000 per recipient, but Connecticut adds its own unique twist. Learn how to avoid costly ...

Explore the five essential reasons why incorporating a trust into your estate plan can safeguard your assets, protect your loved ones, and optimise your tax strategy.

If you have a large estate, your assets may be subject to federal estate tax when you die.The federal estate tax ranges from rates of 18% to 40% and generally only applies to assets over $13.61 ...

Jen Shah, a Lexington-based certified public accountant with Dean Dorton, highlights the key tax provisions in the OBBB that ...

Choosing to hire financial advisors or even wealth managers is one of the things the middle class calls luxuries that wealthy ...

Atomic Golf debuted in Las Vegas in 2024. Now a firm led by Atomic Golf's CEO has purchased 87 acres along I-35 in San Marcos ...

A New York City real estate lawyer like Natalia A. Sishodia recognizes that today's homebuyers are frequently subject to this ...

Developments with a skybridge or hallway connecting two homes have been popping up all over Seattle in recent years.

Need help finding a financial advisor? This free tool can help you connect with fiduciary advisors who serve your area. High-net-worth individuals (HNWIs) can identify specialized financial advisors ...

A UMass analysis of the state's cooperative ecosystems revealed about 200 employee-owned businesses in Mass, many of them in ...

529 education savings plans are getting a major upgrade under President Trump’s massive tax bill, particularly for parents looking to stash away cash for K-12 expenses.

Ever felt like you’re juggling everyone’s needs, managing the bills, and thinking about the family’s future while praying for ...