Imagine your child is getting married and you want to help pay for their wedding. You’ve been saving for years and now have ...

Parents who want to help a child financially often worry that generosity will trigger a tax bill. The rules are more flexible ...

The holiday season is upon us. Black Friday deals are already being released (with each year deals seeming to start earlier ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

Gold has always symbolized wealth, security and permanence — qualities making it an attractive asset for high-net-worth families seeking to ...

With the budget impasse resolved, federal agencies are back to work and government employees have returned to their posts. The Internal ...

Perhaps your daughter recently got married and you want to help her and her husband start their new life. Or maybe they suddenly find themselves in need of financial assistance and turn to you for ...

Below are key federal caselaw developments from 2025 with practical implications for private wealth clients, along with planning insights ...

Allen, a married semi-retiree from New York with a net worth of roughly $3 million, wanted to help his son with purchasing a ...

The article details how charitable IRA rollovers allow donors aged 73 and up to transfer up to $108,000 directly to charities ...

Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your ...

Social media giant Meta Platforms (Nasdaq: META) has been using artificial intelligence technology to carve out greater ...