In the best of circumstances, probate is time-consuming and expensive. In the worst, it is downright excruciating.
Court rules that Glen Campbell’, children have standing to contest his wills.
Tucked inside the 2017 Tax Cuts and Jobs Act was a potentially significant tool for deferring and reducing capital gains.
Financial returns alone aren’t enough to motivate a family to focus on direct ownership.
How to ensure clients reap the full tax benefits from their donations.
Early intervention is important but can be painful.
Interest rates published by the IRS will likely soon follow suit; be prepared.
The repercussions of inheriting too much, too soon.
