New York is a particularly assertive tax collector and has historically relied on field audits primarily of high-net worth individuals.

Todd Kristol will be a partner and head of real estate, initially focusing on office, industrial, multifamily and retail properties.

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

'Cognitive decline is another risk, so let's plan for it just like we're planning for inflation or investment losses.'

Help clients by keeping holistic focus in mind.

Operating on Black Diamond's wealth platform, SS&C Technologies and DPL Financial are making fee-only insurance products available on advisors' dashboards.

Show clients that, in the big picture, the risk of buying a home right now is relatively small.

Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.