Estate Planning

For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate.

The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.

A settlement agreement leads to dispute over tax deductions.

What's a practitioner to do when faced with this ethical dilemma?

Postmortem publicity rights take center stage in a recent lawsuit over use of a well-endowed local celebrity’s image.

Donor’s reporting mistakes related to gifts didn’t cause an election out.

Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.