stressed businessman
New Tax Law Means More Money, More Problems for T&E Lawyers
May 10, 2018
Trusts and estate lawyers are facing high-class problems, EP Wealth Advisors names a new CEO and 280 CapMarkets launches 280 BestX document support.
divorce
Income Tax Planning for Divorced Spouses
May 09, 2018
A new landscape under the Tax Cuts and Jobs Act.
wheelchair
Thirteen Estate Planning Tips for Beneficiaries with Special Needs
May 09, 2018
Navigate the additional complexities and plan ahead.
multi generations
Upstream Gifts: He Gon Give It to Ya
May 07, 2018
Making gifts of low basis assets to the older generation may offer tax savings.
trusts and estates
How Much Do You Know About Trusts and Estates?
May 04, 2018
If you can nail more than half of these questions, count yourself fluent in the topic.
Muddy Waters
Battle over Muddy Waters’ Estate Rages on 35 Years After His Death
May 02, 2018
Alleged mismanaged royalties are at the center of the conflict.
Estate Planning podcast
The Golden Age of Multimedia for Planners
May 02, 2018
Media offers a variety of options for how to leverage your time and that of your staff while fulfilling client needs.
elderly couple wedding
Never Too Old for Love
May 01, 2018
Clients considering getting married later in life face many issues.
office meeting window
Seven Ways Family Offices Can Build Trust
Apr 30, 2018
Families offices should take steps to build trust among their members as well as with the public at large, says the executive director of the Family Office Exchange.
Washington DC
Changes to D.C. and Maryland Estate Tax Exemptions for 2018 and Beyond
Apr 25, 2018
Clients will be facing both reductions and increases.
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