Estate Planning Why State Taxes Matter in Estate PlanningOn January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7…
Economic and Market Outlooks 2025 Economic and Market OutlookIn 2025, strong consumer spending backed by a healthy labor market should continue to power U.S. economic growth, which is poised to continue to outpace…
Estate Planning The Sunset is Not Worth Waiting ForEstate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…