Estate Planning

Much speculation, but no action yet, on Section 2704 regulations

Members of the Trusts & Estates Investment Committee held their annual meeting to discuss significant developments in 2015 and how the market will play out in 2016. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and...

A helpful roadmap to consider

Game on. Real estate investing is no game—until now. A new game, available on Android and iOS, allows players to invest in a selection of 50 million real properties around the world. Landlord Real Estate Tycoon is a Monopoly-style game, w...

Five estate-planning tips for the blended family

Some of the most common concerns

The doom and gloom about the markets and a potential coming recession are doing nothing to help gold prices. According to ETFTrends.com, gold dropped 1.3 percent Monday and is down 4.5 percent during the past three months. The bearish forecas...

In its simplest form, income tax basis is the cost to buy an asset, which includes the purchase price plus costs and transfer fees.

Properly structure estate plans to avoid unintended consequences