Estate Planning

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. 

Key highlights for RIAs and their clients.

Often all it takes is the right "nudge" to get them started.

Family members often turn into unpaid caregivers seemingly overnight.

The Biden administration takes a second bite of the retirement apple.

Taxpayers would have to pay annual taxes on asset values rather than income.

Costly appraisals could siphon away dollars that would have flowed to charities instead.

Grants to charity increased in 2022 to more than $4.7 billion.

IRS CCA memo confirms how to substantiate the value of crypto contributions.

Tax avoidance strategies won't last forever.