Investment selection can dramatically impact the value of a family’s total wealth transfer.

State court order doesn’t result in generation-skipping transfer, gift or income tax consequences.

Patricia Angus and Paulina Mejia weighed in on the state of estate planning.

The latest in a long line of estate controversies.

Entitlement and lack of familial ties are two of the many threats to successful generational wealth transfers.

Warn clients not to bail on policies.

Sample language to use.

Accountant’s mistake could result in increased generation-skipping transfer taxes.

Not sexy—but important to know, nonetheless.