Keeping an inventory, categorizing and managing clients' art will help to minimize taxes and prevent their beneficiaries from being taken advantage of.
What’s new—and what’s coming next—in wealth planning that you and your clients need to be prepared for now.
Live CE and CLE Virtual Forums - September 13-14, 2022
The actress did not have a will, leaving a heavy burden on her 20-year old son Homer.
Court finds that trustee failed to carry out contractual obligations.
No tax deduction when trustee can choose between distributing income to charity or surviving spouse.
Mental health challenges are now the norm among employees across all organizational levels.