Norway signs intergovernmental agreement; Spain is next

Several investment strategies can protect high-income clients from new taxes and higher tax rates.

Approaches to enhancing a client’s internal rate of return

IRS approves NING using a lifetime special power of appointment with a health, education, maintenance and support standard

For the vast majority of wealthy clients with assets now below the estate tax exemption amount, insurance will play an important, but different, role

By knowing the basics about late-stage college planning, you can promote deeper connections with your clients and prospects.

Residency there provides tax benefits for high-net-worth individuals

You and your clients are likely underestimating how much will be spent on health care during retirement. Here’s how to predict the costs.