Pablo Picasso did his family no favors with his (nonexistent) estate plan. Don't let your clients make the same mistake.
Salt Lake City-based Huntsman Family Investments was funded with more than $1 billion from family foundations and trusts.
The U.S. is (almost) unique in the way it taxes citizens working abroad. Its system stinks.
Revisit America from a different, simpler time in these illustrations recently sold at auction.
Good advisors smartly allocate investment fees, not just assets. Here’s a yardstick that can help.
Clients can take advantage of 2017 Tax Act’s increased exemption amount without worrying about law’s sunset.
Seven steps to help ease the transition.
The 2017 Republican tax law approximately doubled the estate and gift tax exemption.
