Out of the 2,325 billionaires spread throughout the world today, the U.S. remains the country with the largest number of these ultra-high-net-worth individuals, according to the 2014 Billionaire Census published by Wealth X and UBS...
There is an increasingly-popular tool that allows clients to get more to their favorite charities, and less to the IRS
Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions
In recent years, the discussion continues surrounding the topic of inheritance and how much is too much to leave one’s heirs. This issue has taken on renewed significance in light of the much publicized concentration of wealth in recent...
Help families support education without extinguishing the drive to save
Should the bar for protective intervention be lower?
Without a succession plan, advisors are placing themselves, their families and their clients at serious financial risk.
Trusts & Estates relies on its editorial advisory board to help screen articles. In addition to authoring pieces, the board provides valuable behind-the-scenes work to make sure that T&E provides you with high quality...
Tax Court relies on taxpayer’s admission on Form 706
