The growing popularity of sustainable investing poses challenges for fiduciaries in a complex investment environment.

Patriotic millionaires want the wealthy to be taxed more. But there are better ways to give money to the state.

A good appraisal can be key to a taxpayer’s success against the IRS.

Partnerships are a required tool for estate planners.

The ongoing case before the Supreme Court, which questions the constitutionality of taxing unrealized capital gains, holds significant implications for the future of wealth management.

Tennessee jumps up to the first tier, joining South Dakota, Alaska, Nevada and Delaware.

Disclosure limited to six categories of recipients.

Tactical adjustments for a better year and then some.

Identifying beneficial owners is a challenging task.

When it comes to divorce, a will or trust often is not the last word on estate distribution.