Estate Planning

Identifying beneficial owners is a challenging task.

The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

An update on key planning developments.

When it comes to divorce, a will or trust often is not the last word on estate distribution.

Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.

Anne Rhodes is the chief legal officer at Wealth.com.