The shortcomings of traditional trust planning.

Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits.

Irrevocable trusts can't be modified ... unless they can.

Pay close attention to the upcoming U.S. Supreme Court decision.

A 5.4% bump in the standard deduction and a boost to 401(k) contribution limits are among the tweaks to account for inflation.

Understand the new regulations of this important aspect of the Corporate Transparency Act, as well as its limitations.

Band-aid solutions will no longer work.

The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens.

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?