Estate Planning

In sheer size, the leak of the financial records known as the Pandora Papers eclipses that of the Panama Papers in 2016. 

Who got their fintech in my philanthropy?

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.