As families grow and evolve, so too do the needs and goals of family foundations.
The most pressing tax law developments of the past month.
A slightly unorthodox approach for collaborative advisors.
What do they do, and why are they unique?
Tips for fiduciaries selling items in a decedent’s estate.
Collectors and high-net-worth clients must comply with new requirements.
Balancing transfer tax and income tax considerations for artists.
A more skillful view regarding advice on charitable giving.
It's far more than a legal formality.
Help clients identify gaps in coverage.