The Gift Tax Exemption: Use It Before You Lose It

IRS Releases 2025 Inflation-Adjusted Estate and Gift Tax Amounts

Life Insurance Planning for Mexican Citizens

Planning for Reduced Life Expectancies

History of the Estate Tax

Generational Split-Dollar: Best Practices

Estate Planning: A Final Gift to Your Family

Lifetime Giving: A Simple Way to Transfer Wealth and Enhance Your Legacy

Leaving a Legacy with Inherited IRA Distributions

Buy-Sell Agreement: The Buy-Sell Life Insurance LLC

Increasing Wealth Transfer Taxes: Use an Intentionally Defective Grantor Trust

Basics of Irrevocable Life Insurance Trusts (ILITs)

IRS Releases 2024 Inflation-Adjusted Estate and Gift Tax Amounts

Wake Up High-Income Earners: The Trump Tax Act is Expiring

Life Insurance for the Ultra High Net Worth

Act Now Before Estate Exemptions Go Down

Private Split-Dollar Life Insurance: Minimizing Gift Tax Costs

Is a Long-Term Care Tax Coming to California?

Reducing Taxes On Inherited Retirement Accounts

IRS Releases 2023 Inflation-Adjusted Estate and Gift Tax Amounts