Estate Planning

A recent letter I wrote to an advisor.

The form of digital assets presents unique challenges for fiduciaries.

New federal bill recently introduced by U.S. Rep. Alexandria Ocasio-Cortez proposes to have family offices register with the regulator and begin reporting.

A push to expand eligibility, simplify calculations and include a phaseout for the pass-through deduction.

A nonjudicial settlement agreement could be the answer.

How do you get to Carnegie Hall? Practice, practice, practice. Unless you're Andrew Carnegie, of course.

These clients have exciting opportunities to turbocharge their donations.

In a case worthy of Dickens, the Tax Court issued what may be the final ruling in a series of nearly two decades of filings, decisions and appeals.

What are psychiatric advance directives, and why are they so important?

How financial advisors and fund managers are investing for their clients inside private placement life insurance vehicles.