The Largest Wealth Transfer in History—What It Means for Your Finances and Savings

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.

The shocking ‘widow’s tax penalty’ results in higher taxes on less income after your spouse dies — why you must plan for it now to prevent disaster

This change can significantly impact your taxes: you may face a lower standard deduction, a higher marginal tax rate, more of ...