Estate Planning

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.

Increased awareness and enhanced technology platforms have helped make it easier for individual investors to access previously unavailable asset classes.

A recent letter I wrote to an advisor.

The form of digital assets presents unique challenges for fiduciaries.

New federal bill recently introduced by U.S. Rep. Alexandria Ocasio-Cortez proposes to have family offices register with the regulator and begin reporting.

A push to expand eligibility, simplify calculations and include a phaseout for the pass-through deduction.

A nonjudicial settlement agreement could be the answer.

How do you get to Carnegie Hall? Practice, practice, practice. Unless you're Andrew Carnegie, of course.

These clients have exciting opportunities to turbocharge their donations.