Jul 24, 2018

IRS rules that such a modification won't jeopardize GST tax-exempt status.

Jul 18, 2018

Establish safeguards to diminish prospect of a challenge after the testator’s death.

Jul 18, 2018

Add them to your clients' to-do lists.

Jul 18, 2018

New York Court denies a live-in caretaker turned predator a wife’s right to an inheritance.

Jul 16, 2018

A new survey underscores the tremendous task of settling an estate.

Jul 13, 2018

Charitably inclined families can benefit from a focused vision.

Jul 11, 2018

Ex-wife named as beneficiary isn’t entitled to insurance policy proceeds.

Jul 11, 2018

Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so.

Jul 11, 2018

Help protect clients from identity thieves, cybercriminals and reputational damage.

Jul 10, 2018

The Sackler family found success developing Oxycontin, but at what cost?