Estate Planning

More ways to protect your clients’ retirement savings

In debt. | Copyright Kevin Winter, Getty Images Sounds like Kanye West needs a better financial planner. The musician sent a series of tweets over the weekend noting he was “still 53 million dollars in personal debt.” But TMZ reports the $...

Expanded consistency in value proposed; prior estate and gift tax proposals repeated

IRS recommends executors wait until further guidance is issued

Challenges to SCINs and Crummey notices

Pocket deeds may seem like an easy way to outsmart the system and avoid probate on a piece of real property, but they’re often too good to be true...

This year advertisers paid a total of $377 million, nearly $5 million for each 30-second slot during Sunday’s Super Bowl game, up from the $4.5 million paid last year. Like in years past, consumer brands like Snickers, Doritos and Budweiser m...

A transformation unfolds before our eyes

Still worrying. | Copyright Mario Tama, Getty Images Seven years after the financial crisis, investors are still skittish even though they concede the recovery has gone well. In a recent survey of over 2,600 affluent and high net worth inv...