High Net Worth

The company previously combined Abbot Downing and the private bank, which serves clients with assets of more than $2.5 million, under one leader.

Money deposited in an ABLE account doesn’t count toward the $2,000 cap.

More Manhattanites relocated to Jersey City, Los Angeles, Philadelphia, Chicago and Hoboken, New Jersey, than they did to either Miami or Palm Beach.

The key items in the massive bill that now goes to President Joe Biden's desk to sign.

A tax-smart approach to maximize your philanthropic impact.

PLR deems judicial modifications of trust don’t impact generation-skipping tax exemption.

If adopted as is, the proposed bill would call into question many French-American estate-planning strategies.

Estate liquidity may be the key.

If passed, proceeds will go to a newly established art education fund.

The plan includes an extension of jobless benefits, another round of direct household payments, money for state and local governments and an expansion of vaccinations and virus-testing programs.