The primary objective of a transitional investor is to preserve—rather than build—wealth. To achieve this, investors should take a tempered approach, slowly adjusting the composition of their holdings to support their retirement plans and meet...
Intended to be where family values are passed down to the next generation, a vacation property sometimes acts as a source of generational conflict.
Practice tips for those who aren’t life insurance professionals.
Identifying and locating marital assets is one of the biggest challenges practitioners will face.
The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.
The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts.
The decision turned on the transformative factor of the work, a portrait of Prince based on an existing photograph.
The unit, called 23 Wall, focuses on about 700 families worth more than $4.5 trillion.
