Estate Planning

A recent private letter ruling underscores a valuable lesson.

Spoiler Alert: If you haven’t seen “The Force Awakens,” stop reading NOW.

A revocable trust-centered estate plan offers many benefits a plain old last will and testament can’t.

Court rejects claim that interest on gift tax liability was waived in settlement agreement with IRS

The prevalence of offshore asset protection trusts has left many professionals unprepared to manage the IRS reporting requirements for these structures. While properly implemented offshore trusts are tax-neutral, mistakes can lead to enormous...

IRS provides guidance on Form 8971 and Schedule A.

The document reads as a fairly informal set of instructions to his estate’s representative.

The deductibility of investment advisory expenses often generates confusion. This is further complicated by new rules for corporate fiduciaries. In this article, the third in a series, we suggest potential methodologies for unbundling fiduciary a...

Help your clients comply with these requirements for domestic entities

Watch it grow. | weerapatkiatdumrong/iStock/Thinkstock A growing number of advisors and investors are catching on to sustainability investing; U.S. managed assets that invest using environmental, social and corporate governance and other s...