Here are some simple answers to the questions clients are most likely to ask.

Bitcoin’s rally over the past few months has intrigued wealthy investors in a new way.

Estate planners have mixed feelings about the proposed Sensible Taxation and Equity Promotion (STEP) Act.

Because of the pandemic, this year's tax returns will be more complex than ever for many Americans.

Siblings' agreement ran afoul of the spendthrift protections of their father's trust.

Mary Trump sued in September claiming her aunt and two uncles conspired for decades to skim tens of millions of dollars off her inheritance after her father and then her grandfather died.

Here are the regulatory and operations provisions to be aware of.

Education is a key component to helping women invest.

Advisors, not corporate counsel, are often in the best position to design 10b5-1 plans that align with both regulations and insiders' financial goals.