Wealth Planning

Editor in Chief Susan R. Lipp discusses this month's issue.

Aaron Seurkamp, President of the Retirement Division for Protective Life Insurance Company, explores some of the most pressing questions that are currently top of mind for financial professionals and their clients as they navigate uncertain times.

For people with crypto assets trapped on bankrupt platforms, the possibility they’ll have to pay the IRS is another blow.

Net inflows of high-net-worth individuals plunged more than 80% last year compared with pre-Covid levels as more wealthy Americans moved abroad.

Empower family clients to work together toward the creative possibilities their wealth and business can offer.

The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement.