Estate Planning

Amazon.com Inc. founder Jeff Bezos' heirs may have to pay more than $36 billion if President Joe Biden succeeds in closing a loophole that helps the rich transfer their fortunes tax-free at death.

Should the philanthropically inclined do more to protect the vulnerable?

President Joe Biden wants to boost the IRS's audit capabilities over the next decade for wealth individual and corporations.

Advise clients to consider immediate action to mitigate the legislative threat.

Does the pandemic constitute a 'natural disaster?'

The giant contracts recently signed by these two young MLB stars can act as a teaching moment for "normal" clients.

But they worry about U.S. financial literacy and estate readiness.

Getting access to online accounts post-death is critical.

A fundamental duty owed to the beneficiaries.