But in the race to attract and retain top talent, one benefit is still shockingly overlooked: estate planning. As a founder who’s been building in this space for nearly eight years—and as ...

Estate planning is important for all adults, but for people or families who identify as LGBTQIA+ this is becoming increasingly critical in these uncertain times. In celebration and recognition of ...

Philanthropy should be intertwined with tax and estate planning, using tools like purpose trusts and mission-aligned investments to express family values while reducing tax exposure. Holistic ...

Christopher W. Yugo is an attorney in Crown Point. Chris’ Estate Planning Article appears online every Sunday at www.nwi.com. Address questions to Chris in care of The Times, 601 W. 45th Ave., ...

Determining whether a person is married for legal and tax purposes is paramount in their financial or estate planning journey. Of further importance is whether a marriage is in or out of community ...

Artificial intelligence (AI) is a powerful tool in financial planning, using data-driven analysis to make recommendations. But it often creates a false sense of security for individuals who are ...

The tax changes announced in the October 2024 Budget, combined with frozen thresholds, allowances and reduced exemptions, mean that more people will require appropriate IHT and estate planning ...

an executive director for estate and business planning with San Diego and Waltham, Massachusetts-based RIA firm Integrated Partners. In some cases, investors can even offset their capital gains ...

Jonathan Toews has informed his longtime agent that he intends to come back to the NHL after missing the past two seasons. Pat Brisson told multiple outlets Thursday that Toews reached out to him ...

The Schedule D tax worksheet helps investors calculate certain kinds of investment income for the Schedule D form, including depreciated real estate. The Schedule D form tells the IRS when a ...

Ranked by Austin area: No. of multifamily units under development or delivered Where does Austin area start and end? Consider these new boundaries Accelerate the Future of Rare Disease ...

If you keep your raw data and totals in one worksheet, for example, you can transfer the totals to another worksheet by creating linked cells in the second worksheet. If the original data changes ...