Estate Planning

The Tax Court’s decision in Heller provides rare jurisprudence on IRC Section 2054

How clients can make the most optimal gifts to those in need

Both nominees would do away with step-up in basis on inherited assets

Revenue Procedure 2016-49 details available methods of revocation

The opposed regulations would limit the use of valuation discounts

Motif, the online broker that offers thematic investing, is launching Motif BLUE, a subscription service it describes as “Spotify meets investing.” For $5 per month, investors can do unlimited trading with one of Motif’s baskets of securities...

On Sept. 8, 2016, the estate tax celebrated its 100th birthday. Over the past century, practitioners, lawyers and even laypersons have voiced their opinions on whether the estate tax should be retained or repealed...

The presidential candidate may be scheming the IRS

It is essential that to be educated on advance directive documents in order to guide clients wisely.

Peter L. Gladstone and Jeffrey A. Weissman explain why high net worth clients need to keep divorce agreements out of the public eye.