Estate Planning

Improved design, pricing and servicing leads to increased popularity

Lawsuits illustrate the problems with some insurance policies

Significant developments will affect pricing and performance

Avoid grantor trust status

How to proactively represent an ILIT trustee

What planners for professional athletes need to know

Welcome to “The Lighter Side”—our attempt to bring some levity to this month. “April” often elicits a feeling of dread, knowing that we need to get our finances in order and paperwork assembled to comply with the...

It requires an understanding of the unique nuances of this disorder

As the recent case of Estate of Jack Willard Williams1 demonstrates, the Internal Revenue Service continues to monitor partnerships aggressively and carefully. Failure to structure partnerships correctly and administer them consistently with the...

The owner of a closely held business needs to clear two very high tax hurdles to reach the destination of a secure retirement. ...