Millions of successful business owners are contemplating the next chapter in their company and personal legacies. This comes just as the generous estate and gift tax exemption limits are on the cusp ...

Thinking about giving money or assets to family or friends? The IRS has strict gift tax limits that affect how much you can give without triggering taxes. This guide breaks down the annual and ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Jose Luis Pelaez Inc / Getty Images The term gift splitting refers to an estate planning ...

Leeatt Rothschild is the founder and CEO of Packed with Purpose, where business gifts make a lasting impression because they give back. Sending your client a gift is more than just a way to say thank ...