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Six of the Worst Assets to Inherit

Leaving these assets to your loved ones may be more trouble than it’s worth. Here s how to avoid adding to their grief after you re gone. ....

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Ask The Experts: The Corporate Transparency Act

The Corporate Transparency Act ....

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Is Blood Really Thicker Than Water?

What happens if your client wants to leave assets to friends rather than relatives ....

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Ask the Experts: Estate Planning Q&A for Financial Advisors

Tuesday, April 18, 2023 | 11:00 AM ET ....

Dungey Dougherty , Susan Lipp , Jamesi Dougherty , Martinm Shenkman ,

Will a Request for an Estate/Gift Tax Transcript Trigger an Audit?

The IRS say, "no," a request for a transcript or status update on estate/gift taxes won’t affect the likelihood that the IRS will audit the returns. ....

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