Are you encountering clients thinking of retiring abroad? It’s a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent to 542,451 between 2006 and 2012...
A WealthManagement.com survey shows one-third of advisors believe the recent scandals plaguing the board have hurt the value of the designation, while over half don’t trust the compensation disclosures on the firm’s website.
Taxpayer victory in Frank Aragona Trust v. Commissioner
Son attempted to comply with mother’s intent to minimize taxes
This gallery is adapted from the authors' recent article, which you can read in full here.
It may be necessary to re-evaluate current plans
