Finance News
The Estate Tax Is the Weakest its Ever Been
The Trump-era tax cuts largely gutted the federal estate tax by massively increasing the individual estate and gift tax exemption to roughly $13 million for 2024.
By NB
Dec 14, 2023
Hermès Heir Worth $11 Billion Involved in Estate Plan Drama
Nicolas Puech wants to leave his sizable inheritance to his 51-year old gardener.
By NB
Dec 14, 2023
Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up .
By NB
Dec 14, 2023
Kudu Investment Management Takes Stake in $23B Sage Advisory Services
Minority investment will support succession and technology initiatives for the Austin-based institutional asset manager.
By NB
Dec 14, 2023