High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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GRAT Invalidated Due to Misplaced Reliance on Appraisal

Jan 19, 2022

Property used to fund grantor retained annuity trust was undervalued.

IRS Testing Fast-Track PLRs

Jan 19, 2022

The 18-month pilot program is a reaction to the agency taking heat from practitioners for slow response times.

Taking on the $10 Billion Philanthropy Challenge

Jan 14, 2022

Don’t underestimate clients’ charitable intentions.

Robert Durst's 'Jinxed' Estate

Jan 12, 2022

What happens to the convicted murderer's fortune?

Court Upholds Reverse QTIP Election Despite Drafting Error

Jan 12, 2022

Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee.

"Whose Money is This?" Part 2: Build Relationships Based on Trust

Jan 12, 2022

Families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.

The Best Way to Gift in 2022

Jan 12, 2022

Noncash giving is the way to go.

World’s Biggest Crypto Fortune Began With a Friendly Poker Game

Jan 10, 2022

With $96 billion, Binance CEO Changpeng Zhao is closing in on tech titans including Facebook’s Mark Zuckerberg and Google’s Larry Page and Sergey Brin.

Five Ways Nonprofits Can Guide Donors Through an Ever-Changing Tax Landscape

Jan 10, 2022

Periods of uncertainty impact what, when and how much donors give, and can even cause donors to reevaluate their giving strategy.

Trust Planning in Unprecedented Times

Jan 10, 2022

Modern directed trusts are one of the best vehicles to provide intergenerational wealth preservation and flexibility.

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High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM. For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.