HNWI are seeking options, and second citizenship gives more options without any apparent downside.

Although recent tax law changes have alleviated some of the need family businesses have for liquidity at death, life insurance still has a key role to play in succession planning.

Mitt Romney’s recent call for Donald Trump to release his tax returns and any potential “bombshell” within (the irony of which we won’t get into here) led to an interesting claim from the Republican frontrunner—he can...

Follow the money. | Copyright Lintao Zhang, Getty Images Beijing has sneaked past New York City as the home of the most billionaires, according to Shanghai-based magazine Hurun. Based on Jan. 15 stock prices, there are now 100 billionaires liv...

Be careful. It’s Tax Relief Week at Morningstar.com, and the fund research group is running a series of in-depth articles on savvy tax-saving strategies for investors—and a good reminder for advisors as well. The lineup recently included Mornings...

Be prepared.

The subject of the deductibility of investment advisory expenses generates confusion given its complex evolution, and is further complicated by new rules for corporate fiduciaries. In this article, the first in a series, we briefly set forth the...

A baseball signed by Bill Clinton is worth $850. | Copyright Scott Wachter, Getty Images Among sports memorabilia, a baseball signed by one of the presidents of the United States has become quite the valuable niche, with some autographed balls...

Improper succession planning can ruin decades of hard work.