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The Wealthadvisor

No upcoming events at this time “It’s the most wonderful time of the year…” or is it? Wait, I might be experiencing some holiday season nostalgia. Most everyone I know would not sing those words to describe “Tax Season”. Tariffs are the talk of corporate America right now. The markets (^GSPC, ^IXIC, ^DJI) are seeing si

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thewealthadvisor.com > article > klaus-michael-kuhne-had-no-heirs-his-eur422-billion-fortune-still-had-somewhere-go

Klaus-Michael Kühne Had No Heirs. His €42.2 Billion Fortune Still Had Somewhere To Go.

6+ day, 3+ hour ago   (508+ words) When German logistics billionaire Klaus-Michael Kühne died at 89, there were no children waiting to inherit one of Europe’s largest fortunes. There was barely an inheritance decision left to make. His estimated €42.2 billion fortune passed to the Kühne Foundation, the charitable…...


thewealthadvisor.com > article > 15-million-estate-tax-break-can-disappear-if-widow-misses-one-filing

A $15 Million Estate-Tax Break Can Disappear If A Widow Misses One Filing

1+ week, 6+ day ago   (567+ words) A surviving spouse can inherit as much as $15 million of a deceased spouse’s unused federal estate and gift tax exemption in 2026, potentially giving the couple a combined $30 million shield from federal estate taxes. But the unused exemption doesn't transfer automatically:…...