Estate Planning

There are dozens of other variables.

A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them.

The worst part of law school can yield good results in the real world.

Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process.

Despite crypto-winter, crypto giving trends may recover.

Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals.

The current hiring market for household staff is one of the busiest in two decades.

What happens if your client wants to leave assets to friends rather than relatives?

Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income.

Billionaires are more motivated to move out of places with estate taxes as they get older, a new study finds.