Industry Insights with Mike Piershale, Piershale Financial Group

Oct 03, 2014

Mike Piershale, President, Piershale Financial Group, discusses the first steps financial advisors should take with clients who have just come into a great deal of wealth.

A Clear and Present Danger

Oct 03, 2014

Tom Clancy's estate can teach advisors a lesson about blended families

Approval Committee’s Powers Don’t Constitute General Power of Appointment

Oct 01, 2014

The members have adverse interests regarding trust distributions

Trusts & Estates Advisory Board Dinner

Sep 30, 2014

Trusts & Estates held its first annual Advisory Board Member Dinner at Davio's restaurant in New York on Sept. 29, 2014. We had a great turnout and look forward to making next year's event even better.

Appeals Court Grants Substantial Discount for Art Interests

Sep 30, 2014

In Estate of Elkins v. Commissioner, the decedent’s estate gets a $14 million estate tax refund

Proper Account Titling and Beneficiary Designations

Sep 29, 2014

Why these are so important in estate planning

Of Minds and Money

Sep 29, 2014

The Donald Sterling case and mental capacity

May He Rest In Pieces?

Sep 24, 2014

Uncertainty in the laws governing the disposition of a loved one’s remains

Tax Law Update: October 2014

Sep 24, 2014

• Tax Court refuses Internal Revenue Service motions for summary judgment on valuation of 100 percent limited liability company (LLC) interest for income tax charitable deduction—In RERI Holdings I, LLC v. Commissioner, 143 T.C. No. 3...

Divorced Spouse’s Survivor Social Security Benefits Simplified

Sep 23, 2014

Your clients may be unaware of what they’re entitled to