After facing the threat that more of their wealth could have been caught in the net of estate taxes, your wealthy clients likely recently breathed a big sigh of relief. The One Big Beautiful Bill Act ...

Now everyone is taking a deep breath, even a sigh of relief because the tax benefits for estates will only increase from the $13.61 million dollar level for the time being. Could there be a downside ...

Planning for long-term care is a wise financial decision. Creatas Thinkstock photo Washington is the first state to approve a payroll tax that will raise money to cover long-term care costs for some ...

Learn how to navigate Roth conversions, long-term care insurance, and tax strategies to protect your wealth and maximize ...

As of July 1, Washington families began facing a major new tax increase that will hit them where and when they’re most vulnerable; at the bedside of an aging loved one. Buried in the state’s new ...