Rev. Proc. 2024-22 relates to organizational requirements and exempt purposes.

It can be a “financial helping hand” and a great way to test-drive how well the adult kids will handle their inheritance when the time comes.

James agreed to a two-year, $104 million deal with the Los Angeles Lakers, putting his net worth at almost $1.5 billion.

His two daughters accuse their brother of mishandling their late father’s assets

Without proper guidance, this client group can miss opportunities.

Family offices can be strong predictors of future trends because of their uniquely long-term outlook.

Understand the risks to privacy, confidentiality and fiduciary responsibility and do your best to mitigate them.

Notice 2024-55 clarifies two exceptions to the 10% additional tax.

Legal battle over retirement account worth over $750,000.

The estate tech company is betting that having actual humans review each document on the back end is worth sacrificing speed.