1031 Exchange Coming Up? Know the Options Before You Reinvest

Oct 07, 2020

Here’s a look at four replacement options for 1031 exchange investment.

Seagram’s Heiress Sentenced to Jail for Role in Nxivm Sex Cult

Oct 06, 2020

Clare Bronfman spent millions of the family fortune bankrolling Nxivm's operations and becomes a prime example of the need for discretionary trusts in high-net-worth planning.

Book Review: What Estate Planners (and Others) Need to Know About Bankruptcy

Oct 06, 2020

This new reference material tackles numerous issues from a tax and estate-planning point of view.

Trump Tax Saga Shines Spotlight on Benefits of CRE Ownership

Oct 06, 2020

Depreciation, debt write-offs, tax credits and other measures are among the tax avoidance benefits inherent in the sector.

Wilmington Trust Seeks Rich Clients Through Hires, Acquisitions

Oct 05, 2020

Wilmington Trust has hired a dozen people and promoted employees in the past year as part of a push in key markets.

Celebrity Estates: Chadwick Boseman and Planning for Clients with a Diagnosis

Oct 05, 2020

Actor Chadwick Boseman, best known for portraying Black heroes, kept his cancer diagnosis a secret from many. That underlines the need for advisors to urge clients to have all their estate-planning documents in order.