A recent survey provides insight into clients’ concerns.

Trusts should remain popular regardless of what happens to the estate tax and generation-skipping transfer tax.

Court limits scope of IRS subpoena in estate-related audits.

A sample letter to donors.

Help mitigate risk and set the stage for financial success both before and after a liquidity event.

The goal is to “grab them when they’re focused on it and get them to make a change then and there. “