There are some surprising, and overlooked, trends with relationships among older adults.
IRS okays distribution and transfer to wife's IRA.
Banks do not spend enough on fintech R&D, RFG Advisory aligns with Private Client Services and Colony Family Offices gets approval to create a new trust company.
Identify and fix “deal killers” beforehand.
Elder abuse allegations surface over the artist’s estate.
Taxpayers deemed to have had indirect control over assets.
Congress decides to try a carrot instead of a stick.
Those that undertake advanced exit planning will be ahead of 75 percent of their peers.
In the eyes of state governments, a pet is property, legally no different from a house or car.
Is there even a difference? Florida says yes.