Every family wants to create a legacy for their children in the future, but often they skip the critical steps in the present.
Craig Hersch and Patrick Carlson discuss the importance of vigilance in transferring money to clients' trusts.
HNW clients want to discuss estate planning and philanthropy with advisors, Everplans introduces “Sharing After Death” and Emperor Investments launches for U.S clients.
Tax Court denies summary judgment to estate after value adjusted from $183,700 to over $9.6 million.
Help clients understand if the newer products are really better.