With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

The One Big Beautiful Bill Act raised the federal estate tax exemption starting in 2026 to $15 million for an individual and $30 million for a couple. This could eliminate federal estate taxes for ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. On July 4, 2025, President Donald Trump signed into law the ...

The One Big Beautiful Bill Act is big news for estate planners, an estate planning attorney said during a recent webinar.

Is it time to update your estate plan or trust?  How often should one revisit existing estate planning?  What impact will ...

Estate planning has undergone significant changes over the last 25 years. Understanding these changes is essential to help your heirs receive the maximum value from their inheritance. If you have an ...

Comerica reports on the role of AI in financial planning, highlighting its efficiency while cautioning against its ...

As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift ...

Highland Private Wealth Management, Peterson Russell Kelly Livengood (PRK Livengood), and Sweeney Conrad, P.S., in partnership with the Puget Sound Business Journal, sponsored a recent roundtable ...