There's a happy medium in the financial services industry between the wirehouses and independents--regional brokerages, which have been gaining in advisors and competing more with the RIA channel in the past three years. The reasons, according ...

Here’s a sample letter explaining proactive steps that might be taken

A potential sea change in how inheritances are taxed

Here’s a sample letter to a client explaining the responsibilities of different parties in administering a trust

Non-charitable purpose (NCP) trusts are one of the most overlooked vehicles for estate-planning purposes. These trusts can provide a helpful supplement to a grantor’s estate planning to protect, in perpetuity, assets near and dear to the family. ...

The inflation adjustment of the unified gift and estate tax exemption to $5.43 million, coupled with a low interest rate environment, opens the door to yet another year for creating a qualified charitable lead trust (CLT) to transfer wealth to fa...

The latest US Family Business Survey reveals concerns over handing over the reins to the next generation

Planning for “When I’m 64”

A solution using freeze structures