As with all things money and family, it can be a struggle to balance financial and personal goals with avoiding hard feelings and disputes.

Valuable artworks require specialized attention to ensure that they're safely transferred to the next generation.

It’s time for a paradigm shift in the conversation with advisors.

Attorneys with clients who are transitioning need to keep apprised of current laws.

The IRS found the organization spent too much time devoted to social and networking activities.

More millionaires are forecast to move to new countries in 2023 and 2024 than ever before.

Good preparation in the 'Red Zone' can result in tax savings.

Defining the rules may lead to changes with charitable giving of digital assets.

Eric Richins had made plans to exclude his wife from inheriting his assets.

The proprietary model can read and restate documents and hold both short- and long-term memories of previous client actions.