High Net Worth

Do you have all the information you need to properly advise your clients regarding their estate-planning life insurance needs?

An overview of the rules and crucial deadlines.

Antrel Rolle's tax attorney filed fraudulent tax returns on his behalf and kept the money, Americans biggest financial fear revealed, and Franklin Templeton names a National Retirement Plan strategist.

Trump argues estate taxes kill jobs, but only the richest are required to pay. And besides, they’re easily avoided.

Amazon’s founder wants to change the world, but he’s still deciding on his approach to giving

Lessons learned from family offices, private banks and best-of-breed independent advisors.

The curious case of the sell-off in MLPs, FPA NexGen picks a new president-elect and Paul Newman’s watch sets an auction record.

What to ask when the plan is revealed.

It can be a good, cheap solution for many clients.

Clients want to support charities overseas, but doing so is governed by a complex set of U.S. government rules and regulations.