Are you worried about your spouse or family’s financial security after you’re gone?  Or maybe you’re thinking about protecting your...

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...