Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement.

The fund has sat empty for nearly 15 years, as funds would only be allocated to it if lawmakers approved a sales tax increase ...

Can I move my properties into a trust with children aged 18+ as beneficiaries? Will the income from rental go to them?

Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable ...

A Family Investment Company (FIC) is a type of private limited company used by families to manage and pass on wealth ...

The ultra-rich have mastered the art of hiding wealth, often finding creative ways to shield their money from tax authorities ...

Generation-skipping trusts can be effective wealth-preservation ... Generation-skipping transfer tax rates have risen and fallen over the years with a high of 55% in 2001 and 2011, and a low ...

A new report found high-earning, older millennials would benefit from Trump's Social Security tax proposal—but not all groups ...

The Iowa Senate State Government Subcommittee on Wednesday advanced Senate Joint Resolution 6, which would initiate the ...

Many people favor grantor trusts over non-grantor trusts because their income tax rates are generally lower than trust tax rates. Non-grantor trusts are those where the grantor is not responsible ...