Considerations to take into account when establishing trusts in jurisdictions other than the one in which the client lives. 

Underfunding the Internal Revenue Service allows scofflaws to go unpunished and will only increase the US budget deficit.

Techniques to help minimize estate tax liability for the merely rich, without the cutting-edge strategies often used by the ultra-wealthy.

Available options for the beneficiary.

A sale could attract private-equity firms and value the closely held business at more than $10 billion, Bloomberg News reported Wednesday, though the plans are still in an early stage.

Spending bill signed by President Biden includes expanded access to retirement plans, new rules for 529 accounts and student loan payment matching.

Four steps clients should take before they even consider the possibility of a sale.