Estate Planning

An ideal time to talk to children | Guillermo Lobo/iStock/Thinkstock According to a Visa survey, children in the U.S. this year receive an average of $3.19 per tooth from the Tooth Fairy, a 24-cent drop from 2014. Younger children, who can...

Deliberate thought on what your client’s POA should say concerning gifts is vital to his financial security and accomplishing his planning goals

The latest fight has been settled. | Evening Standard/Getty Images Another example of what happens when the wealthy die without a will: The latest in a long line of conflicts among the surviving members of Jimi Hendrix’s family settled out...

An end to a tax shelter scheme?

Be your own bank...

Avoid conflict when running family foundations

California Supreme Court reverses course, changing 50 years of precedent

More than meets the eye? The Wall Street Journal "exposed" what it called a “side business” for Yodlee: Selling the data it gathers from its many personal-finance apps to investment firms like Point72 Asset Management and Tiger Global Manageme...

Highlighting three major decisions

Copyright and estate planning laws collide