Introduction: Passing Wealth-Without Blowing Up Your Tax Bill For many Indian-American families, planning how to pass assets-both in the U.S. and India-is emotionally and financially significant. Yet, most CPAs...
Introduction Donald Trump’s 2025 tax proposal includes substantial changes to the federal estate and gift tax system, designed to preserve generational wealth and ease the transfer of assets between...
Introduction Estate planning is more than just deciding who inherits your assets—it’s about minimizing taxes, preserving wealth, and ensuring a smooth transfer to your heirs. With the right strategies,...