How to equip inheritors to handle a large influx of wealth.

It waives excise tax for failure to take RMDS for 2024 for certain accounts

Indirect transfers weren’t gifts because they were made in the ordinary course of business.

The bill was expedited after Iran attacked Israel over the weekend.

Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?

Everyone should have a Power of Attorney for Healthcare.

The lines between wealth management and banking are blurring, opening up new opportunities, as well as new competition.

Policy priorities in the estate and gift arena.

What clients want versus what they receive from their advisors.