Estate taxes

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

These are the best and worst places to consider based on total tax burdens.

The Trump tax overhaul could mean less after-tax money to go around.

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.