Estate Planning

With only some reservation, most advisors expect Trump’s tax plan to benefit their clients, as well as their own businesses, according to a WealthManagement.com flash poll.

A high-level overview of the key provisions of the Republican tax reform Framework.

“We say: Plan as you normally would, it’s way too unpredictable."

The bank was found in breach of estate administration duties.

Balancing financial success, self-worth and fulfillment

A recent Private Letter Ruling held that reforming a trust wouldn’t cause assets to be included in a grantor’s spouse’s estate and wasn’t a gift by the spouse for federal gift tax purposes.

Two client segments—Millennials and women—are ahead of the curve.

For some clients, it may be a better choice than a donor-advised fund.

How to maximize deductions when principals give to donor-advised funds.

An analysis of the various scenarios and how they could affect charitable giving.