The ongoing case before the Supreme Court, which questions the constitutionality of taxing unrealized capital gains, holds significant implications for the future of wealth management.

Tennessee jumps up to the first tier, joining South Dakota, Alaska, Nevada and Delaware.

Disclosure limited to six categories of recipients.

Tactical adjustments for a better year and then some.

Identifying beneficial owners is a challenging task.

When it comes to divorce, a will or trust often is not the last word on estate distribution.

The Trump-era tax cuts largely gutted the federal estate tax by massively increasing the individual estate and gift tax exemption to roughly $13 million for 2024.

Ten-figure fortunes come mainly from inheritance, not from hard work. But if heirs don’t know how to make money, are they good stewards of family riches?

Federal court finds foreign tax credit can offset net investment income tax.

Getting it right; fixing up the other guy’s mistakes.