Estate Planning

Planning for Social Security Benefits

Whether a taxpayer can reallocate certain transfers to trusts depends on whether the statute of limitations has expired

A judge in Georgia agreed on Wednesday to appoint a mediator to help settle a dispute between the late Martin Luther King Jr.'s children over whether to sell his 1964 Nobel Peace Prize medal and the Bible he carried during the civil rights...

Just one more thing ...

The fight over Jim Thorpe's remains

Tailoring the document to the client

Or does it?

This strategy may not be as beautiful as you think

Careful planning can help individuals make a meaningful gift to family while mitigating taxes

Stress. Disorganization. Illness. Is it any wonder that widowed clients who aren’t as educated about wealth management are susceptible to outside influence regarding their finances?