Wealth Planning

Coming soon to a trust near you

What’s the right level for a portfolio’s liquidity needs?

When does the term include a same-sex partner?

• No equitable tolling of statutory period of limitations for tax refund suits—In Davis v. U.S., 110 A.F.T.R.2d 2012-5027 (June 28, 2012), the executor of the estate of Anthony Walker Smith sued for a refund of income taxes the estate...

Parties to a marriage may no longer face uncertainty when they move from one state to another

Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients.

Richard A. Behrendt, Director of Estate Planning, Robert W. Baird & Co., explains the unprecedented opportunity for HNW families to transfer wealth with minimum tax consequences.

Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied than their parents are (see “Youth Exodus,” in last June...