Clients who wish to leave a portion of their estate to their private foundations (PFs) must carefully consider the ...

Forbes contributors publish independent expert analyses and insights. Global tax strategy and legacy design for families and founders. When a person dies in the US or as a US citizen, anywhere, an ...

When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to ...

January 27, 2026 - PRESSADVANTAGE - Sawyer & Sawyer, P.A. has published a new educational article, Settling an ...

I am about to finalise the 2025/26 CGT calculations for the sale of a large number of quoted shares during the estate administration period. We'll call ...

TAMPA, Fla.--(BUSINESS WIRE)--Trustate, the trailblazing leader in trusts and estates management, is thrilled to announce a groundbreaking expansion to its already industry-defining software. Trustate ...