Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the ...

An important decision you must make when creating your estate plan is who’ll inherit your assets. While many ...

President Trump recently signed the Doug LaMalfa Federal Disaster Tax Relief Certainty Act (LaMalfa Act) into law. Among ...

Have you already made contributions to charity this year? Are you considering making more between now and year ...

You may be familiar with estate planning documents such as an advance health care directive (sometimes referred to ...

Section 530A accounts, also known as “Trump accounts,” are available for contributions as of July 4, 2026. Created by ...

Summer is a good time to see whether your income, deductions and investment activity are lining up as ...

A single joint living trust with your spouse can simplify the management of shared assets, but separate trusts ...

Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax ...

When a loved one passes away, settling his or her financial affairs can be an emotional and complex ...

Home values have risen significantly in many areas of the country over the last several years, leaving some ...

Home values have risen significantly in many areas of the country over the last several years, leaving some ...