An arbitrary allocation to fixed assets impacted by inflation is the primary risk to a multidecade retirement and legacy investment portfolio.
There are endless rewards to using credit cards strategically. Carrying a balance negates them all.
The IRS rules that they don’t result in loss of generation-skipping tax exemption
What does the increasing tokenization of our lives mean for estate planners and their clients?
Study weighs against increased regulations... for now.
Federal law intersects with copyright issues for the estate of janitor turned famed artist Henry Darger.
IRS clarifies rules around undistributed income and incidental and tenuous benefits received by disqualified persons.
Many clients have a passion for classic cars, but few know how to properly manage these valuable investments.