While federal law remains in flux on numerous fronts, there's been a flurry of state-level developments on a number of topics. Here's an overview of some key estate-planning issues that states were focused on as we went to press. Same-Sex...

Two experts offer different opinions

The advantages and disadvantages of this option and how to implement it

Here are some ways to celebrate

Family limited partnership circumvents IRC Section 2036 attack

It’s no secret that in the wirehouse world, branch office managers aren’t getting the respect or authority they once enjoyed.

As financial advisors, attorneys, CPAs and estate planning practitioners, we know that the keys to a successful financial future are setting goals and planning. In fact, our businesses depend on guiding individuals and families to help them create...