Estate Planning

View these individuals through a different lens

Taking things to a higher level

Executing best practices can help avoid a fire sale

More ways to protect your clients’ retirement savings

In debt. | Copyright Kevin Winter, Getty Images Sounds like Kanye West needs a better financial planner. The musician sent a series of tweets over the weekend noting he was “still 53 million dollars in personal debt.” But TMZ reports the $...

Expanded consistency in value proposed; prior estate and gift tax proposals repeated

IRS recommends executors wait until further guidance is issued

Challenges to SCINs and Crummey notices

Pocket deeds may seem like an easy way to outsmart the system and avoid probate on a piece of real property, but they’re often too good to be true...