Jul 05, 2023

Attorneys with clients who are transitioning need to keep apprised of current laws.

Jul 05, 2023

The IRS found the organization spent too much time devoted to social and networking activities.

Jun 30, 2023

More millionaires are forecast to move to new countries in 2023 and 2024 than ever before.

Jun 28, 2023

Good preparation in the 'Red Zone' can result in tax savings.

Jun 28, 2023

Defining the rules may lead to changes with charitable giving of digital assets.

Jun 28, 2023

Eric Richins had made plans to exclude his wife from inheriting his assets.

Jun 27, 2023

The proprietary model can read and restate documents and hold both short- and long-term memories of previous client actions.

Jun 26, 2023

Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.

Jun 23, 2023

By 2045, millennials and Gen X are projected to control 80% of all private wealth.

Jun 22, 2023

Philanthropy expert Jonathan Tidd addresses some key questions for advisors.