Planning for retirement requires more than just placing clients in sound investments. It includes taking into account outside factors like health care costs, inflation, inheritances and charitable giving.

The new tax law has largely been a positive for HNW investors with commercial real estate holdings.

Formula 1 fans are already well aware but Monaco will be full of the floating rich this weekend.

New parents, RMDs, MEPs and more would feel the impact of the SECURE Act if it becomes law.

Three handwritten wills were discovered in the singer's home; but are they valid?

Many parents assume a National Merit win means a big scholarship. But the reality is quite different.

IRS to obtain information on Finnish residents with U.S. bank accounts.

Date-of-death valuation doesn’t apply.