Another case that creates great client service opportunities involving redemption adjustments.

Don’t assume wealthy clients have done their planning.

Courts must apply a new formula-based system.

Moore v. United States involves a challenge to new tax code regarding untaxed foreign earnings.

By addressing these issues, entrepreneurs can better protect their assets and those of their heirs.

A Michigan jury deemed a handwritten document found in between Aretha’s couch cushions a valid will.

Make sure that clients are using the right valuation.

Valuable artworks require specialized attention to ensure that they're safely transferred to the next generation.

It’s time for a paradigm shift in the conversation with advisors.

More millionaires are forecast to move to new countries in 2023 and 2024 than ever before.