The 2020 holidays will culminate a year of transitions and challenges. The pandemic means most of us have to work remotely, and it has also put an indefinite pause on in-person industry events where ...

Millions of successful business owners are contemplating the next chapter in their company and personal legacies. This comes just as the generous estate and gift tax exemption limits are on the cusp ...

Rick is an Associate Professor of Marketing at the University of Michigan’s Ross School of Business. He is the author of Tightwads and Spendthrifts: Navigating the Money Minefield in Real ...

Estate planning isn’t a one-time event — it’s a moving target. With gift and estate tax laws in flux and even “permanent” reforms often lasting no more than a decade or an administration, families are ...

Every week I talk with companies that are struggling to build camaraderie amongst remote employees. Here's how you can integrate gifting into your corporate culture to create a more engaging and ...

Gifting money can be a generous and thoughtful gesture, but without proper guidelines, it can lead to misunderstandings and family drama. Essential rules can ensure your monetary gifts are received ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Jose Luis Pelaez Inc / Getty Images The term gift splitting refers to an estate planning ...

According to the National Retail Foundation, 54 percent of the money spent on Valentine’s Day in 2021 was on a significant other. The act of gift-giving–an activity inextricably linked to Valentine's ...