Clients do not want to lose what they spent years saving

Insights and best practices for individual trustees

Three recent cases have successfully challenged the constitutional foundation on which many tax regimes are based

Court refuses to dismiss government’s suit against taxpayer who transferred an apartment to a trust

Florida courts differ on issue of filing of late claims by reasonably ascertainable creditors

Art lawyers, fine art appraisers, business appraisers, estate planners as well as art collectors and museums have a meaningful stake in this precedent or precedents being made.

Considering that the average age of a financial advisor is 56, the topics of succession planning, practice valuation and exit strategies are hot button issues in our industry today. Here at The Advisor Center, we have seen just how difficult this...

There is an increasingly-popular tool that allows clients to get more to their favorite charities, and less to the IRS

Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing?

Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions