Rules also affect charitable deductions under long-standing tax credit programs.

Some ideas for clients to consider as they think about the impact of longevity.

The deadline for filing is less than a month away and risks abound.

It takes a village.

Instead of tax simplification, many taxpayers and advisors are faced with tax complication.

Do U.S. courts have jurisdiction to offer trustees guidance?

Rising interest rates may not translate into lower pricing for fully guaranteed life insurance products.

Calibrate responses to current conditions.

Success requires consideration of changes in the shape of the yield curve.

Place values and people first.