Estate Planning

An overview of potential changes and tax planning actions for clients to consider.

Many policyowners and advisors ignore cost basis to their own detriment.

Survey shows that high-net-worth clients around the world share the same concerns.

When it comes to determining the charitable deduction for real estate donated to charity, the crucial issue is the value of what the charity received, not the value of what the donor gives away.

Estate planners have mixed feelings about the proposed Sensible Taxation and Equity Promotion (STEP) Act.

Siblings' agreement ran afoul of the spendthrift protections of their father's trust.