Craig Wear introduced a proven roadmap that minimizes tax burdens, helps IRA millionaires avoid RMD pitfalls, and builds a tax-free legacy.

New legislation to repeal the federal estate tax, often referred to as the “death tax,” has been introduced in Congress. Senator John Thune (R-SD) ...

You may wonder if you need a certified public accountant (CPA), especially if you’re running a business or have complex ...

The platform's new feature addresses a gap in traditional DAF giving, bolstering advisors' ability to do tax-efficient ...

Single-Charity Funds provide an alternative by allowing contributions to be earmarked for a specific nonprofit organization ...

Majority said that designating beneficiaries through insurance may prevent inheritance disputes About 7 in 10 high net worth ...

The numbers needed to break into the top 25%, 10% and 0.1% of net worth in the U.S. are higher than ever, so if you’ve ever ...

The top estate planning platform's veteran hire will lead its legal team's efforts to develop estate planning, tax analysis, ...

Maybe it’s because of where Reddit grew up, in the high-cost city of San Francisco. Maybe it’s because so many of its early ...

Individuals with large debts or dependents: If you have co-signed loans, outstanding debts or other financial commitments — ...

Meredith A. Wearsch's practice includes trust administration, real estate development tax planning, and guidance on 1031 ...