Estate Planning

Consistent monthly valuations can be invaluable when dealing with such a volatile asset.

The Initiative to Accelerate Charitable Giving is advocating changes to private foundations and donor-advised funds.

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client situations.

Attempt to reveal how the rich pay little in taxes might backfire.

Practitioners must take care in the formation stage to ensure clients aren’t adversely impacted by the estate tax.

While not an overly complicated benefit, initially signing up for Medicare can be an overwhelming and anxiety-inducing process.

The deli-meat juggernaut's intrafamily dispute may leave charities out in the cold.

Clients should be able to take proactive steps without worrying about retroactive provisions.

Logically grouping and organizing the assets is key.

The act proposes some tectonic shifts that would greatly impact high-net-worth clients.