Estate Planning

An arbitrary allocation to fixed assets impacted by inflation is the primary risk to a multidecade retirement and legacy investment portfolio.

The IRS rules that they don’t result in loss of generation-skipping tax exemption

What does the increasing tokenization of our lives mean for estate planners and their clients?

Study weighs against increased regulations... for now.

Federal law intersects with copyright issues for the estate of janitor turned famed artist Henry Darger.

IRS clarifies rules around undistributed income and incidental and tenuous benefits received by disqualified persons.

Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns.

“There’s a rising interest among both employers and participants to keep the money in the plan and create lifetime income.”

A possible solution for clients who want to save money and get closure sooner.