Estate Planning

Keeping an inventory, categorizing and managing clients' art will help to minimize taxes and prevent their beneficiaries from being taken advantage of.

The actress did not have a will, leaving a heavy burden on her 20-year old son Homer.

Court finds that trustee failed to carry out contractual obligations.

No tax deduction when trustee can choose between distributing income to charity or surviving spouse.

Mental health challenges are now the norm among employees across all organizational levels.

New report finds law designed to crack down on tax evasion is easy to circumvent.

If you understand the people caught up in the 'Great Wealth Transfer'—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come.

When they may not be determinative post-mortem following a divorce.