Beware, pre-tax amounts are taxable in the year transferred.
Here are a few points to discuss with clients to help determine whether a corporate trustee or executor might be beneficial.
His dream of using his fortune to fund scholarships appears to be in ruins.
Don’t wait until the busy holiday season to check up on things.
Are your clients prepared for the next phase?
Stress testing and independently modeling separate products highlights contractual differences.
New York court says Google must disclose electronic communication to decedent’s spouse.
What impact will this have in concert with Trump's new tax plan?
The Trump administration's repeal plan would upend a tradition worth keeping.
