Clients may have misguided assumptions about what they can do with their policies and education is important in helping them keep their policies in good shape

Life isn’t simple for individuals with international contacts

It remains an option for foreigners who meet certain requirements

As 2015 approaches, estate planning and wealth transfer should be top of mind, especially for your high-net worth and ultra-high net worth clients. According to the 2013 U.S. Trust, Insights on Wealth and Worth, there are nearly two million high...

As a recent PLR illustrates, transfer of assets from an estate to a private foundation may trigger exposure

Year-end planning that doesn’t lead your clients down the road to conflict

Recent conference offers some suggestions

If there’s no shift of beneficial interests to an individual in a lower generation and no additions to the trust post-merger, no GST tax is due