Basically, everyone who can have one should have one. Here’s why.

The timing of the raid inflicts more pain on Deutsche Bank after a series of setbacks and repeated failures in keeping misconduct in check have pushed the shares to all-time lows.

Some of the many lessons I’ve learned and thoughts I’ve tried to convey.

It’s been a mixed bag for taxpayers.

IRS deems disclaimer of trust interest not subject to gift tax.

Will it help or hinder them?

Is talking about money taboo in your family? There are ways to gingerly broach the subject, especially with a legacy-focused mindset.

Encourage clients to plan before the 2026 sunset of increased exemptions.

This bizarre family feud somehow finds a way to turn even uglier.