Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
Under a tax-law exception for 529 plans this year, clients can make a lump-sum 2021 gift of up to $75,000 to fund a 529 college savings account for a child or grandchild (or any other college-bound individual) and claim a federal gift tax exclusion for the full amount.
Picasso, Monet and Dalí are among the assets South Korea’s richest family is parting with, as it prepares to pay one of the largest inheritance tax bills in history.
Lawyers for a woman who says she is the sister of the late Charles Manson told a Los Angeles judge today that their client will join two others in bidding to administer the estate of the infamous cult leader, a field which already includes a man who claims to be Manson’s grandson.
Knowing when life insurance is taxable and how to avoid taxation can help families ensure their loved ones get all of their policy’s proceeds.