Many smart and successful people throughout history have made the mistake of not having an estate plan

A recent private letter ruling provides guidance on foreign trust reporting requirements

This may take effect as early as Jan. 1, 2013

Highlights of 6th annual “Industry Trends” survey

There may be a flip side to this tax, if it exists: reducing taxable gifts by its actuarial present value

Financial Advisors Urge Clients To Patiently Wait Out Fiscal Cliff

Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here’s how to make sure they are right for your clients.

Several schools recently dubbed the best value by Kiplinger’s also charge the highest net prices in the nation. Shame.