As you plan for the year ahead, you may be thinking about how the IRS’ changes to income tax brackets and standard deductions—which include a 5.4% bump in bracket thresholds—could impact the 2024 ...

Financial planning has constantly evolved with technology. Now, the rise of artificial intelligence marks a more disruptive leap. It has already started to change how plans are built and reviewed.

Create a more effective estate plan and avoid common mistakes by following these seven best practices. You should name a backup for estate planning roles such as ex­ecutor of your will, financial ...

February 6, 2024 - The question of whether life insurance earmarked for a corporate redemption should count toward a corporation's valuation for federal estate tax purposes has landed on the docket of ...

"It's really hard to get law firms to embrace long-term planning because there's a high sense of urgency for the immediate," said Angela Sebastian, the former CEO of Chicago's Levenfeld Pearlstein.

Cheerful diverse office people group talking and enjoying teamwork during staff meeting. Happy multiracial coworkers have fun working together at office brainstorming. Teamwork concept. That was the ...