The 2017 Republican tax law approximately doubled the estate and gift tax exemption.

It expects to issue new and proposed regs in coming weeks.

Ultra high-net-worth individuals are attracted to Cayman Islands' mature financial services sector as it relates to investment funds, company registration, and trusts and foundations.

Clients should give thoughtful attention when entering into clinic agreements.

Executor who failed to act after gaining control of decedent’s portfolio liable for $3.5 million surcharge.

They’ll get most of the fun, a fraction of the cost, and none of the headaches.

There are more than 25 million safe deposit boxes, which can range from a few centimeters in height to the size of a kitchen cabinet, in the United States alone.

Take advantage of time left to maximize incentives.

About $36 trillion will flow from one generation to another over the next 30 years, according to a report from wealth manager United Income.