What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

He was reportedly planning to leave her after coming into the large sum of money.

Now may a good time to hedge your bets.

But you must act before the Dec. 31, 2023 deadline.

An overview of the new fiduciary reporting requirements for trustees and their advisors.

Twelve questions to stimulate interest.

The rules on using email with encryption in certain instances also were updated.

Answers to some of advisors' most frequently asked questions about this powerful role.

Doing your due diligence before donating is more important than ever.

Too little attention often is paid to assets outside of the jurisdiction where the parties intend to reside.