High Net Worth

“There’s a rising interest among both employers and participants to keep the money in the plan and create lifetime income.”

The idea is not to have a huge pile of wealth that you hoard like a dragon from a storybook; it’s to live your best possible life and enjoy the hard-earned fruits of your labors.

Set your family office clients up to succeed. Prioritize the succession plan.

Fidelity Charitable received $331 million in digital assets last year through its donor-advised funds, a nearly 12-fold increase from the $28 million it got in 2020.

Working from home from an estate planner’s perspective.

Revenue Procedure 2022-3 says IRS won’t grant PLRs on these issues.

A new HBO documentary is as close to an autobiography of the “Lone Wolf of Wall Street” as there’ll ever be.

And why it’s important for your clients to 'pick two.'

Transactions on homes priced at $10 million or higher jumped 112% in 2021. Los Angeles had the most, followed by Manhattan and Palm Beach.

Disclosing personal identifiers such as names and residential addresses, could endanger HNW families.