Estate Planning

Steps to take before a health crisis threatens a client's family’s wealth and unity.

Amendments relate to closing a gap in the federal tax rules for electing small business trusts.

In the current environment, most clients want to ensure they don’t outlive their money.

The plot was unraveled following a suspicious series of 171 withdrawals.

What your clients should include in a caregiving plan.

The favorable treatment comes with limitations.

Reports from the floor of the annual Plan Sponsor Council of America conference.

An introduction to the vacation home LLC and why it's so beneficial.

LGBTQ individuals in the United States have more rights than ever before, but the reality is that they still face unique financial and legal challenges.

Steer clear unless it’s the only option.