Estate Planning

A recently enacted New Hampshire law is the next step in an overdue evolution.

U.S. states including South Dakota, Nevada and Delaware have become havens for financial secrecy.

There are unique considerations advisors need to take into account.

Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO.

New $67 Fee for Estate Tax Closing Letters Begins Oct. 28.

The report detailed how Laurene Powell Jobs, widow of Apple Inc. founder Steve Jobs, used GRATs to pass on about $500 million to her “children, friends and other family.”

Another billionaire couple heading for splitsville highlights the growing 'gray divorce' trend.

How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

These steps make it much more likely that a family’s philanthropic efforts will succeed and that the family itself will thrive.