The policy owner solely bears the responsibility for a lapsed policy.

The company previously combined Abbot Downing and the private bank, which serves clients with assets of more than $2.5 million, under one leader.

Money deposited in an ABLE account doesn’t count toward the $2,000 cap.

More Manhattanites relocated to Jersey City, Los Angeles, Philadelphia, Chicago and Hoboken, New Jersey, than they did to either Miami or Palm Beach.

The key items in the massive bill that now goes to President Joe Biden's desk to sign.

A tax-smart approach to maximize your philanthropic impact.

PLR deems judicial modifications of trust don’t impact generation-skipping tax exemption.