New (as well as old) issues arising after death.

To what extent can a trustee allow for beneficiaries’ wishes and still retain settlor intent?

Sold as a tax play, it’s more about the policy and the agent.

What advisors can learn from hot water heaters.

IRS changes its position in CCA 202352018.

Just because you have a tool doesn’t mean you should use it.

What were the significant tax and non-tax issues of last year?

Is it sustainable?

Steering through the escalating complexities of global wealth stewardship.

Tennessee jumps up to the first tier, joining South Dakota, Alaska, Nevada and Delaware.