Wealth.com Integrates eMoney Data
By John ManganaroThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
March 25, 2025
When to Consider a Stock Redemption Agreement for ClientsThe Supreme Court's Connelly ruling puts the buy-sell landscape in a different light.
March 21, 2025
Carson Group's New Tax Whiz: These Are the Strategies Clients NeedHelping clients mitigate taxes as they build and use wealth will soon be table stakes, Debra Taylor says.
February 25, 2025
Senators Revive Estate Tax Repeal BillThe Death Tax Repeal Act would permanently repeal the federal estate and generation-skipping transfer taxes.
February 21, 2025
Bill to Halve Estate, Gift Tax Is BackIt's a big drop, but the bill wouldn't substantially reduce tax revenue, says Jeff Bush.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.
February 11, 2025
Wealth.com Adds Private Wealth HeadIn the new role, Kathy Wunderli will focus on estate planning, probate, trust administration and tax matters.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.