When the Chancellor delivered the Autumn Budget on Wednesday, we found that most advisers were scrambling to understand what the changes meant for their ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the last decade or so, more families have begun ...

Gift 5 articles to anyone you choose each month when you subscribe. What would you do if you won the lottery? It’s the type of question everyone has an answer to. Maybe they’d quit work immediately, ...

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March, changes how the step-up in basis ...