Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content Managing an Inheritance A windfall from a loved one can be both rewarding and complicated. A Meal for All Generations When it comes to generational differences, knowing the facts can be difficult. Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.