Calibrate responses to current conditions.

Success requires consideration of changes in the shape of the yield curve.

Place values and people first.

States need to consider more competitive trust legislation.

Three psychological phenomena that happen in every engagement.

Ruling makes split-dollar arrangements less attractive and potentially impacts other planning techniques.

Completed gifts or not, their time has arrived.

Greater complexity warrants greater collaboration.

Private Capital Group will use the tech to provide quarterly analysis and comparative benchmarking for retirement plan clients.

Private equity, venture capital and hedge fund estate-planning pitfalls.