Estate Planning

The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits.

The CTA broadens reporting to U.S. authorities of information—and personal identification documentation—concerning beneficial ownership of nearly all U.S. companies as well as foreign companies doing business in America.

Generative AI tools can help advisors respond more efficiently to their clients’ needs.

The new system's purpose is to improve service and help target tax evaders.

Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets.

Third Circuit reviews Pennsylvania law on gifts “causa mortis.”

Thirteen tips for structuring an FLP.

Some best practices to help fight the cash flow boogeyman.

They’ll be treated as grantor trusts for state income tax purposes.

The discourse has to move on from marketing platitudes to practical guidance for policyholders and their advisors.