Estate Planning

(Bloomberg) -- Seventeen percent of Americans over the age of 65, or 6.8 million people, have been taken advantage of financially through high fees, inappropriate investments or outright fraud, according to a new survey...

Tax Court rules that property transferred to family limited partnership is includible in decedent’s estate 

A recent private letter ruling underscores a valuable lesson.

Spoiler Alert: If you haven’t seen “The Force Awakens,” stop reading NOW.

A revocable trust-centered estate plan offers many benefits a plain old last will and testament can’t.

Court rejects claim that interest on gift tax liability was waived in settlement agreement with IRS

The prevalence of offshore asset protection trusts has left many professionals unprepared to manage the IRS reporting requirements for these structures. While properly implemented offshore trusts are tax-neutral, mistakes can lead to enormous...

IRS provides guidance on Form 8971 and Schedule A.

The document reads as a fairly informal set of instructions to his estate’s representative.

The deductibility of investment advisory expenses often generates confusion. This is further complicated by new rules for corporate fiduciaries. In this article, the third in a series, we suggest potential methodologies for unbundling fiduciary a...