A senior fellow at the Wharton School disputes the notion that the correlation between well-being and wealth levels off once people reach a certain income level.

Trust exonerated devise of real estate from estate tax.

A recent U.S. Supreme Court decision raises concerns among tax lawyers.

Targeting wealthy individuals could gain traction regardless of the party in power.

Practical approaches that foster integrated services.

Maintain tax-exempt status and avoid costly penalties.

Despite hope for overturn or repeal, prepare to file on time.

Managing a polarity requires a different approach.

Help clients think through the decision carefully and set up the SFO for long-term success.

With the estate tax exemption sunset looming, the time to begin planning is now.