Those that undertake advanced exit planning will be ahead of 75 percent of their peers.

In the eyes of state governments, a pet is property, legally no different from a house or car.

Is there even a difference? Florida says yes.

The UPIA’s treatment of retirement benefits should be reformed.

Avoid adverse and unexpected tax consequences.

Middle and upper income IRA owners should consider this opportunity.

Start making all your charitable gifts from your IRAs.

Preserve the value of your clients’ illiquid assets.

Life insurance to the rescue?

Strategies to maximize the value of charitable gifts.