Waiting until the final bill is signed may not provide enough time to make changes before the end of the year.

Dec. 31 is the deadline for donations to count against this year's taxes.

Many incidents go unreported.

A recent survey provides insight into clients’ concerns.

Trusts should remain popular regardless of what happens to the estate tax and generation-skipping transfer tax.

Court limits scope of IRS subpoena in estate-related audits.

Help mitigate risk and set the stage for financial success both before and after a liquidity event.

Clients and advisors need to fully understand the inherent risks of the transaction.

Orion increases integrations with its Insight app, Chicago-area advisor accused of fraud and there’s more drama with Prince’s estate.

U.S. wealth management professionals need to take them into account.