Estate Planning

Revenue Procedure 2016-49 details available methods of revocation

The opposed regulations would limit the use of valuation discounts

Motif, the online broker that offers thematic investing, is launching Motif BLUE, a subscription service it describes as “Spotify meets investing.” For $5 per month, investors can do unlimited trading with one of Motif’s baskets of securities...

On Sept. 8, 2016, the estate tax celebrated its 100th birthday. Over the past century, practitioners, lawyers and even laypersons have voiced their opinions on whether the estate tax should be retained or repealed...

The presidential candidate may be scheming the IRS

It is essential that to be educated on advance directive documents in order to guide clients wisely.

Peter L. Gladstone and Jeffrey A. Weissman explain why high net worth clients need to keep divorce agreements out of the public eye.

Integrate your client’s religious concerns into the drafting of many common legal documents

Planning professionals need to master the skill of communicating the tax savings from a planning technique in a manner that a potential client can quickly and easily understand. This is particularly true when dealing with charitable giving...

The candidate borrows a page from Bernie Sanders’ book