How can a trust be used to improve the beneficiary’s life?

Clients are increasingly on the move, here's some advice to give them before they start packing up.

Buyers and sellers both should take an active role in identifying and mitigating client retention risks.

Build it right or you’ll be walking on eggshells.

The pace of tax-free bond sales could drop this year to a more than two-decade low.

After a year like 2020 that’s presented so many unexpected challenges, end-of-life planning is top of mind for many.

Signature Bank, the New York lender that’s long catered to the Trump family, also is closing two personal accounts in which the president held about $5.3 million.

Ensure clients know their options to maximize the impact of their charitable giving.

Waiting for December to get serious about planning is stupid and dangerous.

There’s historically been no requirement to provide information to the federal government concerning the ownership of a company or other similar entity formed under local state law.