This basic strategy can result in a happy holiday season for the entire family. As the holidays rapidly approach, you may plan to stuff the stockings of family members with gifts that reduce the size of your taxable estate. Notably,…
Join the Association of Financial Consultants for an informative seminar focused on will awareness and estate planning. These... Join the Association of Financial Consultants for an informative seminar focused on will awareness and estate planning. These educational sessions are designed…
Death. Taxes. Using Thanos' favorite word, they are "inevitable." For months, estate planners and well-to-do families prepared for a worst-case scenario: a legislative sunset that threatened to cut the federal tax exemption in half to about $7 million. Fearing a tax…
Advocates have urged for existing small businesses earning less than $10 million a year to be carved out from increases to taxes on trusts. SMALL business should be carved out from changes to taxes on trusts, with industry warnings owners could…
A retired machinist left $50,000 in savings bonds and $30,000 of interest he never reported. His executor holds one unfiled tax return that could change who owes what, and the window closes the moment she sends it. Tax Master desk. Editor: Vilma…
A California trustee keeps blocking a single mother's requests for braces and rent while billing management fees against her $300,000 trust share, and a no-contest clause looms over every move she makes. Here is what California law actually lets her… The…
Greetings Agents of Impact! In other impact deal news: 👉 View (or post) impact investing jobs on ImpactAlpha’s Career Hub. Thank you for your impact! – Oct. 22, 2026
Three in five construction businesses in Australia would be impacted by Labor's proposed tax hike on trusts, hurting housing supply, the building sector has said. The Housing Industry Association has urged senators to reject the federal government's proposal for a…
A quick look at the tax tables reveals the truth, plus a Medicare form that can lower a survivor's premium surcharge. Over two decades making money matters clear, practical and relatable. Published Nov. 5, 2026 The federal tax tables are built for…
Trusts & Estates: November 2026 Digital Edition Wealth Management Trusts & Estates: November 2026 Digital Edition Features on The Modern Practice, Fiduciary Professions, Ultra-High-Net-Worth Families & Family Offices and Estate Planning & Taxation Unlock All Access Premium Subscription THE RUNDOWN: Tax Law Update, Philanthropy and Practical…
Legislation and Politics in Estate Planning: the news, the names and what changed.
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