Estate Planning

Florida passes SLAT-friendly legislation to ensure that none of the alligators that populate its legal waters will take a bite out of anyone’s estate.

By anticipating borrowing needs and identifying asset acquisitions, advisors can determine how to maximize a clients' interest expense deductions.

It’s all about reducing taxes and taking care of family.

If you want to know how the plan is doing, just ask it.

Potential implications of Biden’s budget proposal.

The world’s wealthiest families should be wary of government intervention and cybersecurity risks.

Every individual has the right to dignity, respect and self-determination.

Proposed IRS guidance would likely accelerate inherited IRA distributions for some beneficiaries.

What direct recognition is and what it’s not.