End-of-year estate planning has always been essential for families and business owners, ensuring that plans remain current and reflect life changes that may have happened over the prior 12 months. It ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider for the new year. At this late juncture, hopefully our readers have already ...

"The best-laid plans of mice and men often go awry," wrote poet Robert Burns. That may be no truer than in estate planning. With the great wealth transfer underway, people – even the rich, famous and ...

An estate plan should include financial, medical, and legal documents, according to estate planning attorney Kerri Koen. Be realistic about family dynamics, and don't forget your digital assets, she ...

Every week, Allworth Financial's Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...

For individual clients, the Legislation provides estate and tax planning opportunities, including through the increase in the federal gift, estate and generation-skipping transfer (GST) tax exemptions ...

Below are key federal caselaw developments from 2025 with practical implications for private wealth clients, along with planning insights and technical considerations drawn from recent estate and tax ...

It’s not pleasant to think about death or a medical emergency, but one of the greatest gifts you can give your loved ones is being prepared for those situations. You might be familiar with traditional ...

The federal estate tax exemption for 2025 is set at $13.99 million per person. This exemption allows individuals to transfer a substantial portion of their estate to heirs without incurring federal ...

We now have the Big Beautiful Bill, or The One, Big, Beautiful Bill, or OBBBA as law. The House passed the Senate version of the BBB on July 3; President Donald Trump signed the bill into law on July ...