Estate Planning

HNW clients want to discuss estate planning and philanthropy with advisors, Everplans introduces “Sharing After Death” and Emperor Investments launches for U.S clients.

Tax Court denies summary judgment to estate after value adjusted from $183,700 to over $9.6 million.

Help clients understand if the newer products are really better.

Tax savings, asset protection and privacy, as well as solutions to political and regulatory concerns, all combine to make the United States the situs of choice.

The superhero creator needs his own hero right about now.

Understanding the psychological issues can help achieve a good result.

Will a New Hampshire law start a new trend in estate planning?

A summary of the rules and recent case law.

It’s best to start before the need arises.