Estate Planning

Ten competitive advantages.

The case offers a rare look at a type of dispute that’s typically handled privately in arbitration. The details speak to a fear among exiting brokers that banks may sully their records to impeach their credibility, justify a dismissal or retain...

IRS finds taxpayer substantially complied with rules and upheld his election.

Preparing for the Trump administration's changes to the tax code can help you better serve your clients.

The IRS just opened up a new opportunity for late portability.

Trust directors are fiduciaries with affirmative duties to act.

Transfer a house to beneficiaries at a reduced gift-tax cost and remove an asset expected to appreciate in value from an estate.

Distribution committee controls income and principal.

Answers to four questions your clients keep asking.

Keep an eye on two recent developments.