Estate Planning

Shift in interest rates provides impetus to discounting promissory notes.

Developments from 2020 to 2023.

Developments from 1999 through 2019.

Fundamental principles still apply regardless of structure.

Doubling the number of auditors requires an adjustment in approach.

Clients often fail to address succession planning in a comprehensive way because they’re wedded to preconceived notions of what should be done.

The upward trend in demand is great news for the field, but lack of supply is a concern.

The growing popularity of sustainable investing poses challenges for fiduciaries in a complex investment environment.

Patriotic millionaires want the wealthy to be taxed more. But there are better ways to give money to the state.

Best practices to avoid estate tax inclusion and unforeseen liabilities