Navigating the complex terrain of estate settlement can be daunting, even for financial professionals.
831(b) plans allow for businesses to set aside tax-deferred dollars for uninsured risks, resulting in companies creating their own form of self-insurance.
Why Simon Cowell is leaving none of his estimated $600 million estate to his son.
2017’s Tax Cuts and Jobs Act was effective in encouraging corporate investment, but rising deficits may make extending it...
A senior fellow at the Wharton School disputes the notion that the correlation between well-being and wealth levels off once...
Trust exonerated devise of real estate from estate tax.
A recent U.S. Supreme Court decision raises concerns among tax lawyers.
Targeting wealthy individuals could gain traction regardless of the party in power.
Practical approaches that foster integrated services.
