A core concept in estate planning is gifting or selling those assets with the greatest growth potential

Rethinking estate planning for family businesses

New de-offshorization and capital amnesty laws could have widespread effects

Fifth Circuit holds grantees responsible to pay IRS, but limits amount, including interest, to total fair market value of gift

It depends. | Sergey_P/iStock/Thinkstock Over the last few days, top portfolio managers and financial advisors have declared the recent volatility a good buying opportunity. But investors aren’t as sure, according to a recent poll by Eaton...

Court rules wife's portion of late author's $86 million estate tax-free.

Investors want advice on Social Security and are willing to make changes to get it. In a recent Nationwide study, 60 percent of investors surveyed said they would switch advisors to get advice on maximizing their Social Security benefits. Abou...

Historical Society loses lawsuit against Foundation for money to preserve Sagtikos Manor on Gardiner’s Island