Trying to save over a lifetime can sometimes feel a bit like a tug-of-war between the present and the future.

Estate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future.

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone.

In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional benefits as well.

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.

Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced.

In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.

Although this sunset is coming, the good news is that it's still a few years away.