A nuanced combination of factors goes into this decision.

About 40% of upper-income adults in the U.S. said their financial situation improved in the past year, compared to one-third of lower income counterparts who said their finances worsened.

Heirs will finally begin to see some of their inheritance.

The combined importance of tax and investment planning is our opening to reinforce the value of what we do for wealthy clients.

Can the holographic will Larry King wrote in October 2019 that omits his wife, Shawn King, supersede his original estate plan?

The Ultra-Millionaire Tax Act would generate $3 trillion over the next 10 years, U.S. Rep. Pramila Jayapal says.

Three steps to help clients who discover unexpected treasure.

The Ultra-Millionaire Tax Act would levy a 2% annual tax on households and trusts valued at between $50 million and $1 billion. All net worth over $1 billion would be taxed at 3%.

Communicating with HNWIs is daunting because it may seem as if we are talking with someone who lives in another world.