Estate Planning

When it comes to financial education, it pays to start early, and advisors should play a meaningful role in ensuring that what’s taught is actually effective.

2016 was a typical year in that, unsurprisingly, families continued to fight over estates.

The continued relevance of IRC Section 1022 and the 2010 estate tax repeal

In the coming years, protection and control may become even more important planning issues than taxes.

A sample letter and memorandum will get you started

Associate legal editor Anna Sulkin discusses the cover of Valuations Special Report 2017.

Michael A. Gregory advises on how to prepare clients for the audit process.

Lance S. Hall explores the rights and restrictions of an undivided interest holder and how they may affect traditional discounts.

William H. Frazier discusses the recent hearing on proposed regs and other developments.