What is horizontal wealth transfer?

Jonathan Connolly, previously a managing director and head of trust at Wealthspire, will serve as president of the new trust company.

The agency shifts its focus to a wider income range.

Rev. Proc. 2024-22 relates to organizational requirements and exempt purposes.

It can be a “financial helping hand” and a great way to test-drive how well the adult kids will handle their inheritance when the time comes.

His two daughters accuse their brother of mishandling their late father’s assets

Without proper guidance, this client group can miss opportunities.

Notice 2024-55 clarifies two exceptions to the 10% additional tax.

Legal battle over retirement account worth over $750,000.

The estate tech company is betting that having actual humans review each document on the back end is worth sacrificing speed.