Helping HNW clients with lifestyle-based needs.

As benefits get adjusted for inflation, waiting longer to receive those checks will pay off even more.

Failure to understand a will’s contents could lead to contests.

Covered expatriates can’t just fade away from the United States.

What’s happening in private wealth-related areas.

Strategies for avoiding double taxation.

What are the alternatives?

Assessing an attorney’s ethical duties.

Granting expansive powers in marital trusts.

The latest tale in the application of IRC Section 2036(a)(2).