Forgiving loans today is a transfer payment to people who will earn several million dollars over their working lives.

Across generations, a new marker for success seems to be emerging: the desire to give money away.

The rules provide more clarity on the tax breaks included in the 2017 tax reform legislation.

If you want to keep the relationship, start building it now.

Some states have programs, and contributions may qualify for a charitable deduction.

Are they considered trust property?

A wish list, from lowering the estate tax threshold to doubling a tax credit for childless adults.

The levy is portrayed as a big threat to family businesses and farms, though almost no one pays it.

The family office model has found new life in the independent space, where the ability to deliver customized solutions is drawing top advisors—and their high-net-worth clients—out of the wirehouses.

Convince a client without opening your mouth.