Estate Planning

With identity theft and taxpayer fraud on the rise, the Internal Revenue Service (IRS) is encouraging taxpayers to take extra caution when filing tax returns.

Inherited wealth can provide opportunities that weren't previously available, such as early retirement, investment opportunities, or funding for personal passions. However, it can also come with complexities that require careful planning and decision-making. Here's a guide to approaching and managing...

Popular in video gaming and entertainment, virtual reality has more recently been deployed in health care for a variety of purposes, from treating phobias and PTSD to training physicians. An increasing number of palliative care professionals are utilizing VR in their practices.

The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.

Here are some steps you can take to get started with the estate planning process, even before you meet with an attorney to work on any legal documents.

Inheritance tax is a state-level tax that beneficiaries pay when they receive assets from an estate after somebody has passed away.

Our devices offer so many benefits and have become such an integral part of our lives that we often forget how much easier they make it for people to steal our information or take advantage of us.

As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person's retirement savings.

While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.