A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

With multiple provisions of the One Big Beautiful Bill Act (OBBBA) now in effect, both individuals and business owners are ...

Building your wealth requires smart investing. But if you plan to pass assets on to heirs, you also need to understand how tax laws impact your legacy. In 2025, several key changes to estate and ...

We are still in the early days of the so-called great wealth transfer,” says the lawyer Pierre Valentin, the joint head of ...

The One Big Beautiful Bill Act, signed into law this Summer, permanently raises the federal estate and gift tax exemption to ...

HSAs are great vehicles for retirement health care costs but come with challenging estate planning tax issues.

As an American living overseas, your citizenship, asset locations and country of residence all affect your estate planning. You need to consider multiple legal and tax systems with sometimes ...