Estate Planning

The Protecting Americans from Tax Hikes Act of 2015 (PATH) represented the successful culmination of efforts to make permanent the provision that allows individuals over age 70½ to make tax-free distributions to qualified charities from a traditi...

Helping founders who are ready to retire

How wealth management advisors can make breakthroughs

This generation is about to take the reins of the future

Lessons learned from 100-year family businesses

• On remand, Tax Court reduces value of partnership interest—In Estate of Natale B. Giustina v. Commissioner, T.C. Memo. 2016-114 (June 13, 2016), the Tax Court reviewed its earlier decision from 2011 regarding the value of a 41.128...

Brings new estate planning opportunities to the table

The Revised Uniform Fiduciary Access to Digital Assets Act raises many questions.

The term “estate planning” generally includes documents such as a Last Will & Testament, financial power of attorney, health care power of attorney and maybe a trust. However, to address the growing online presence of individuals...