Estate planning for professional athletes can be a whole different ballgame. For most clients, estate planning takes into account wealth that will be, or has been, accumulated over many years. The lawyer's job is to arrange for the orderly...
Today there is a fairly common story heard along the boulevard of broken Wall Street dreams. It goes something like this. In late 2007, a 65-year-old wirehouse broker happily trotted into his office crowing about his plans to retire in 2008. This...
With mortgage rates at a 40-year low, it's a great time to start refinancing the mortgage, but be sure to use the proceeds of the loan wisely.
In times like this, who isn't worried about the financial stability of their place of work? Long before their clients hit the panic button, financial advisors need to be analyzing whether their clients' employers are likely to file for bankruptcy...
A recent decision out of New Jersey Estate of Stevenson v. Director, Division of Taxation1 illustrates a novel issue arising under the decoupled estate tax systems adopted by many states: the potential imposition of state death taxes on federal...
Icon’s estate comes out slugging in fight against potential infringers
The Tax Court holds an individual taxpayer liable for a deficiency resulting from overstating the value of a conservation easement
