Investment selection can dramatically impact the value of a family’s total wealth transfer.
State court order doesn’t result in generation-skipping transfer, gift or income tax consequences.
Patricia Angus and Paulina Mejia weighed in on the state of estate planning.
The latest in a long line of estate controversies.
Entitlement and lack of familial ties are two of the many threats to successful generational wealth transfers.
Warn clients not to bail on policies.