The subject of the deductibility of investment advisory expenses generates confusion given its complex evolution. In this article, the second in a series, we outline more specifically how these rules apply to estate and non-grantor trusts. In...
Although recent tax law changes have alleviated some of the need family businesses have for liquidity at death, life insurance still has a key role to play in succession planning.
Follow the money. | Copyright Lintao Zhang, Getty Images
Beijing has sneaked past New York City as the home of the most billionaires, according to Shanghai-based magazine Hurun. Based on Jan. 15 stock prices, there are now 100 billionaires...
Not just for fund managers
Turning cremated remains into ocean reefs, shotgun shells and vinyl records? These companies may seem odd, but for advisors helping less traditional clients plan final farewells for themselves or others, options like this can help...
One hundred years of social, political and legal intrigue
The ups and downs of this marketing strategy
Beware of agreements based on informal understandings
