Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs.
Recent legislative activity modernizes trust administration and provides opportunities for planning.
Opt-out election was irrelevant, according to the IRS.
Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says.
But guidance remains murky in the event of no deal.
What you see isn’t necessarily what you get.
They're probably overestimating the impact of their potential windfalls.
No good deed goes untaxed, so who has to pay?
There’s a common trend in efforts to address income inequality.
A look at Pennsylvania's 4-part McKinney test.
