Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Massachusetts recently approved a new 4% tax on state residents with annual income over $1 million. Many states could follow.

Sometimes clients can be their own worst enemies.

The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement.

The Nebraska Supreme Court held that the owners of Crete Carrier Corp., a major U.S. trucking company, failed to abandon their domicile in Nebraska for a permanent residence in Florida. 

Tax avoidance strategies won't last forever.

Will you still be advising them?

The majority of her inheritance already has been squandered.

Shifting the focus from why to buy to how to buy.