This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts and beneficiaries while cautioning against its pitfalls.

While Texas is known for high property taxes, a new study finds that several Houston-area suburbs are hit especially hard. Conroe, north of Houston in Montgomery County, ranks No. 16 in the nation for ...

After you turn 73, you must start withdrawing from certain retirement funds. The minimum distributions don't apply to already-taxed Roth IRAs. But keep in mind that you can't keep all that money in ...

You probably don’t think you have any unclaimed property with the state of Nevada, but it takes seconds to check and you might be surprised. The Nevada treasurer’s office says the state has more than ...

Once received, the board will reach out to schedule hearings either in person, virtually or by phone. At that point, owners will need to gather any evidence supporting their claim, which can be ...

Grassroots groups are pushing for a constitutional amendment to eliminate property taxes in Ohio. Advocates must collect over 413,000 signatures by July to place the amendment on the November 2026 ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

You could have unclaimed cash sitting in the hands of the Michigan Department of Treasury. The Treasury has a website that tracks unclaimed property, adding up to millions of dollars in lost for ...

(NEXSTAR) – Could you use some extra funds to offset all your holiday spending? Your state may have some money you’re owed, just waiting to be claimed. Nationwide, state officials (typically the ...

For decades, wealth distribution has operated under a familiar playbook: Recruit more financial professionals, provide them with products and drive sales volume. That approach built impressive scale, ...

A development firm from Maryland has traded an industrial property in the DMV to Terreno Realty for a profit compared to the asset’s 2020 acquisition price. Terreno plans to invest another $7.6 ...

Essex Property Trust, Inc. (NYSE:ESS) announced today that its Board of Directors has declared a regular quarterly cash dividend of $2.57 per common share, payable January 15, 2026 to shareholders of ...