Estate Planning

Lower courts’ decision overruled for failure to properly construe settlor’s intent

Practitioners warn the new regulations are a court case waiting to happen

(Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps...

Breaking through commoditization by selling what clients find most valuable

(Bloomberg) -- Donald Trump will propose a temporary moratorium on new financial regulations in an economic speech Monday in Detroit in an effort to draw a stark contrast with the domestic policies of Hillary Clinton, who he says &ldquo...

If adopted, they would curb minority discounts.

Changing definitions can impact how advisors provide services and assist clients with estate and trust matters

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