Estate Planning

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.

Six ways to help clients gain peace of mind.

The platform is specifically tailored to meet the needs of firms that service high- and ultra-high-net-worth clients.

What wealth advisors need to know about taxing unrealized gains

Some strategic actions and best practices.