Recent

2025 Outlook Q&A: Industry Regulation to Focus on Digital Assets

Dec 26, 2024

2024 Year in Review: Another New Fiduciary Rule

Dec 26, 2024

2025 Outlook Q&A: The Evolution of AI in Wealth Management

Dec 24, 2024

2024 Year in Review: Advisors in the Courts

Dec 24, 2024

2025 Outlook Q&A: RIAs to Focus on Organic Growth

Dec 23, 2024

Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Ten Best Books of 2024 for Financial Advisors

Dec 05, 2024

America’s 30 Safest and Wealthiest Retirement Towns

Nov 27, 2024

How Well Do You Remember 2019?

Jan 03, 2023

Anna Sulkin Stern

Legal Editor, Trust & Estates

Anna Sulkin is a legal editor at Trusts & Estates magazine. She is licensed to practice law in New York.

Anna’s Recent activity

America’s Wealth is On the Move

Feb 22, 2023

The affluent are seeking out new investment opportunities domestically and abroad.

On the Cover: March 2023

Feb 16, 2023

Legal editor Anna Sulkin discusses this month's cover.

How One Lotto Winner Spent His Millions

Feb 06, 2023

What would an advisor do differently?

Is It Time to Make a Caregiving Plan?

Feb 01, 2023

Family members often turn into unpaid caregivers seemingly overnight.

Turbulent Markets Didn’t Affect Grant Giving

Jan 25, 2023

Grants to charity increased in 2022 to more than $4.7 billion.

On the Cover: February 2023

Jan 23, 2023

Legal editor Anna Sulkin discusses this month's cover.

All Shook Up: What’s Left in Lisa Marie Presley’s Estate?

Jan 18, 2023

The majority of her inheritance already has been squandered.

Forcing Removal of Corporate or Individual Trustees

Jan 12, 2023

Available options for the beneficiary.

Words of Wisdom From a Tax Court Judge

Jan 11, 2023

A judge's role is not writing the laws but applying them as written to the facts.

IRS Audits of Millionaires Remain Low

Jan 10, 2023

Low-income taxpayers are far more likely to be targeted.

Load More
first
previous
…
5
6
7
8
9
10
11
12
13
…
next
last

Contact
Advertise
Legal Notices and Disclaimers
CCPA: Do not sell my personal info

Ad Choices
Sitemap
Content Licensing/Reprints

Privacy Policy
Cookie Policy
Terms of Use