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Creating an Individual Retirement Account, or IRA, is a popular strategy for people in all tax brackets to create tax-advantaged savings, which in many cases can represent substantial assets. What happens when those assets are not clearly allocated in the holder’s estate plan?

As year-end approaches, this is a good time to think about planning moves for individuals and businesses that may help lower your tax bill for this year and possibly next.

With year-end approaching, it’s time to start thinking about moves that may help lower your business’s taxes for this year and next.

With year-end approaching, it’s time to start thinking about moves that may help lower your tax bill for this year and next.

A person drafting his or her estate plan has the right to dispose of their worldly possessions as they see fit. But what happens if the person’s family believes the decedent was not well and was unfairly influenced by someone on whom they were dependent?

New rules were announced in August by the Financial Crimes Enforcement Network (FinCEN) that aim to combat money laundering in the residential real estate sector. The rules, which apply to non-financed transfers of residential properties (generally 1-4 units) to trusts, limited liability companies (LLCs), or other entities, will take effect on December 1, 2025.