Estate Planning

Decision making must accommodate a fiduciary perspective

The whole becomes greater than the sum of its parts

CRS seeks to obtain tax information about individuals and entities in participating jurisdictions

Among the most ubiquitous challenges confronting estate-planning lawyers are those that arise out of joint representations and the obligations of the lawyer to each of the parties represented. Such challenges frequently involve conflicts of...

In recent years, the term “blended gift” has increasingly been used to refer to various ways individuals can make significant charitable gifts. I first used this term at a philanthropic gift planning conference in 1995.1  ...

Advisors should take a second look to prevent disputes over distributions.

Advance directives enable individuals to exercise control over their futures and ensure that the care they receive at the end of their lives is pursuant to their wishes.  Yet, the majority of individuals have not taken advantage of advance...

These tips can help clients who are providing financial assistance to their kids.

They like me? They really like me! | Copyright Bryan Thomas, Getty Images The prediction markets have former Secretary of State and First Lady Hillary Clinton as the runaway winner of November’s presidential election, CNBC is reporting. Cl...