Babe Ruth's biographer, the sports writer Leigh Montville, has written that the famous baseball player's early years, spent mostly in an orphanage, are covered in a fog that settles over everything and will not leave.1 This description also fits...
The wild case of a $50 million donation that could be the largest in Panama’s history
It would provide a valuable bailout for certain clients—but could hurt others
Move this to the top of your to-do list: Call clients to arrange a digital audit so that together you can plan for all their passwords, online accounts and digital property
When a trust is to be the recipient of retirement plan assets and you want it to benefit from stretch-out, you're going to need to qualify that trust as a “see-through trust.”
Inconsistent application of undue influence protection puts seniors at risk