Guidelines for doing it right; how defective trusts can be reformed to qualify

Options to consider after evaluating the need to continue an existing family limited partnership

How professionals can work with a newly empowered investor

U.S. wealth management professionals need to analyze implications of two new laws

The U.S. Supreme Court ruling has repercussions involving property transfers and devises

Time for an exorcism

Many wealthy families desire to keep their primary residence and/or vacation homes in the family for several generations, many in perpetuity. There are over 8 million vacation homes in the United States alone, spread across places such as Arizona...

The surprising flexibility in the design of charitable gift annuities permits a donor to achieve his financial and philanthropic goals. In my June 2015 column, I reviewed the goals and aspirations of the three “Harrys’.” Harry...

Snapshots of trends and services offered in 11 countries

A new approach based on highly successful programs for physicians