A strategy for the client without a revocable trust.

We’re rapidly approaching the end of this valuable planning tool.

Tax Court says IRS properly complied with taxpayer’s written instructions .

Misunderstanding can build resentment.

No need to consider difficulty in collection.

The Sixth Circuit says it’s a legitimate use of congressionally intended tax breaks.

How to capture the married without children market.

Warren Cohn shares his coming out story, investors are still concerned about digital security and JTC acquires Merrill Lynch's international trust and wealth structuring business.

Assets transferred into an FLP under a power of attorney were included in decedent’s gross estate

Reassess assets in context of current needs and objectives.