How can Families Minimize or Avoid Estate Taxes

An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires. Read more

IRS Changes Rule on Inheritance Taxes

The agency has curbed the tax break on a particular kind of trust that is often used to minimize capital gains taxes. Read more

Cryptocurrency as Inheritance

How should you include digital assets in your estate plans? What do your heirs need to know about inheriting these assets? Read more

Should You Put Your Child’s Name on the Deed to Your House

If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block! Read more

If you have a Roth IRA, you may be planning to use it as part of your retirement income. Read more