What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax-efficient charitable donations.
A discussion of the details, interpretation and application of deathbed transfers.
The sheer number of nonprofits shouldn’t force clients into a self-imposed game of 'eeny, meeny, miny, moe.'
Assembled for a half-century by Harry Woolf, the group will come to auction at Christie’s London.
Size often matters, but not in the way many might think.
Here are some of the highlights that impact estate and trust planning.
An expansion of the AMT would require some top earners to pay more in taxes even if they are eligible for a long list of credits and deductions.
Christie’s, Sotheby’s, and Phillips are back to selling large groups of artworks priced above $15 million.
Advisors have an important role in helping a client go through a difficult transition.
A hypothetical webinar this boomer would love to attend.
