Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key ...

Investors seeking passive income often choose between real estate investment trusts (REITs) and dividend stocks, both of ...

I am 70-year-old man, single, and in reasonable health for my age. I do not have any siblings and would like to give the bulk ...

Get help from the IRS’s tools or the Volunteer Income Tax ... your key forms to file your return. Some forms tend to come late, such as the Schedule K-1 from a partnership, S corporation or ...

In recent years, Real Estate Investment Trusts (REITs) have gained popularity as a way for companies to raise funds and for ...

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the last decade or so, more families have begun ...

How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are ...

However, as the tax year draws to a close and investors assess their income tax liability, it’s important to consider “carry ...

Each new tax year, we get a new set of self assessment returns, with the SA100 for individuals and SA900 for trusts and estates getting a makeover to ...

Yes, there is a financial cost for a properly developed estate plan. But the cost is very minor compared to the annual costs ...

As well as cutting valuable agricultural reliefs from inheritance tax, the Budget held an extra shock by bringing personal ...