Lifetime asset transfers play a vital role in estate and legacy planning, helping you achieve three key goals: Freeze your gross estate...

Last week, I covered some common and lesser-known IRS red flags that can trigger audits for individuals . If you haven’t read it, check...

Earlier this year, the IRS announced updates to its Strategic Operating Plan , revealing a significant increase in audits over the next...

Beneficiary designations may seem like a simple way to ensure your assets go to the right people, but they can sometimes create more...

Property ownership can seem straightforward, but in reality, it carries complex implications that can ripple beyond your lifetime. How...