A new report from Forbes Insights and Temenos also found a majority of wealth managers saw attracting mass affluent clients as "highly important" for their practice.
The relationship between the Massachusetts estate tax and the federal gift tax regimes can lead to somewhat surprising results.
It's imperative to have specific, well-defined parameters in mind.
Her son Anderson Cooper isn't set to inherit any of the family fortune.
Surviving spouse treated as designated beneficiary of Roth IRA in recent PLR.
Clients planning for a liquidity event may have to wait a lot longer than they used to.
