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.
Estate planners live in uncertainty. Historically, the strongest selling point for their services has been helping clients minimize estate taxes. But with increases in the estate tax exemption and the possible outright repeal of the estate tax...
The Republican-controlled Congress may require that a quarter of gifts to the wealthiest colleges be used for middle-class financial aid or they won't be tax deductible.
2016 was a wild ride for tax and estate planning practitioners. Here are some highlights of a busy year.
This gallery is adapted from David A. Handler's original compilation in the January 2017 issue of Trusts & Estates.