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.

The UPIA’s treatment of retirement benefits should be reformed.

Avoid adverse and unexpected tax consequences.

Middle and upper income IRA owners should consider this opportunity.