The loss of capacity is a real threat to all clients. In this episode, David Lenok and Letha McDowell detail how to proceed when clients show signs of cognitive impairment.
A new study points to a shared commitment to community, service and philanthropy.
Emotional and other aspects affect the planning process.
Revenue Ruling 2019-24 explains income tax consequences of “hard forks” and “airdrops.”
The 82-year-old views a wealth tax as an innovation-killer, and therefore a capitalism killer. "It's a negative reward for success."
A dynasty trust can serve as one of the most powerful weapons in your financial planning arsenal.
They recently announced that they’ll be forcing a vote on the issue.
Where does your home state rank?
New Revenue Procedure 2019-38 gives clarity for taxpayers who are landlords.
