$300 million NPH firm leaves for FSC Securities, Angie Hebers launches an online education program for advisors and David Cassidy's former attorneys sue his estate.
The House and Senate’s proposals have ripple effects through many aspects of wealth planning.
The estate tax, as currently constructed, is already effectively voluntary.
The IRS needs to offer official guidance.
Estate planning options for dealing with an addict.
Take measures now to ensure current and future compliance with new UK regulations.
Waiting until the final bill is signed may not provide enough time to make changes before the end of the year.
Dec. 31 is the deadline for donations to count against this year's taxes.
Many incidents go unreported.
A recent survey provides insight into clients’ concerns.