Estate Planning

What to do when client investments have large unrealized capital gains but they need liquidity now?

Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later.

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.