Wealth Planning

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

Caution is required when filing litigation seeking relief that’s inconsistent with the instrument.

The inherent extra return participants enjoyed for many years has almost disappeared because of changes in tax laws and high fees.

Credit Suisse is predicting more lapsed policies and fewer claims as a result of concerns that moving into a nursing home or bringing in an individual caregiver could increase policyholders’ potential virus exposure.

Why are policy owners so reluctant to pay for these services?

Hint: It has nothing to do with money.

DOL outlines the conditions and due diligence processes that plan fiduciaries should consider when evaluating PE as part of a professionally managed asset allocation portfolio.

U.S. shareholders of controlled foreign corporations can defer liability on their global intangible low-taxed income.