See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
Estate planning in the context of second marriages is increasingly common and necessary in the evolving world in which we practice. Estate-planning techniques that are effective for spouses in first marriages may be unsuited when applied to...
In the ongoing family limited partnership (FLP) battle between taxpayers and the Internal Revenue Service, taxpayers have been able to achieve some significant victories over the past two years in the Tax Court, particularly in the face of IRS...
The financial crisis left some serious emotional scarring on the ultra rich. In fact, they trust the government less since the downturn, and believe the U.S. and global economies will continue to deteriorate, according to a recent Barclays Wealth...