Wealth Planning

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CI to Open Trust Company in South Dakota

May 10, 2022

The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.

Estate of Real Estate Tycoon’s Wife Lands in Hot Water With the IRS

May 10, 2022

A settlement agreement leads to dispute over tax deductions.

Who’s Gagosian, the Winning Bidder for Warhol’s $195M ‘Marilyn’

May 10, 2022

What you need to know about the businessman who managed to secure the most expensive work by an American artist sold at auction.

Improving PTE 2020-02 Rollover Compliance

May 10, 2022

Nearly 15% of advisory firms are in the dark about how to comply with this regulation.

Heirs of Hitler’s Billionaires Need to Reckon With the Past

May 09, 2022

A Q&A with David de Jong, author of a recent book on wealthy German families with fortunes launched by industrialists complicit in the Holocaust.

Elon Musk’s Fixer Is Quietly Tending the World’s Biggest Fortune

May 06, 2022

Jared Birchall, head of Musk's family office Excession, runs point for the capricious, controversial billionaire.

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Focus on Financial Independence

May 06, 2022

84% of US employees say they resonate more with financial independence than the traditional concept of retirement.

Disinheriting Family Members With Different Political Beliefs

May 04, 2022

What's a practitioner to do when faced with this ethical dilemma?

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Wealth Planning

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.

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.