Estate Planning

With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients.

Without any details, how are advisors expected to advise their clients today?

In many, but not all, instances, a trust is a better option than naming an individual.

There are many reasons to shift the beneficial interest of a QTIP trust and its underlying assets during a surviving spouse’s lifetime.

Here are a few of the most common mistakes.

The state will require out-of-state sellers to collect sales tax on tangible personal property

Credit Suisse and the other banks did not ask enough questions, nor did they get the right answers about what Archegos was doing.

Rockefeller has been on a hiring tear in recent years, adding advisers across the U.S. from rivals including Morgan Stanley and Merrill Lynch, including two dozen new teams in 2020.

The Tax Court’s decision may have further implications for valuing a celebrity’s name and likeness rights.

Court filing reveals the pair didn't have a prenup but entered into a separation contract instead.