The start of the Biden administration and a Democratic Congress means tax changes are inevitable, a Tiedemann executive said.
Kevin Brill of Massachusetts used some of the stolen money to buy a vacation home in Vermont, prosecutors said.
Three recent developments present new and important roles for life insurance in estate planning.
Businesses have greater accounting flexibility to qualify for a second round of forgivable financing.
It’s not an easy subject to raise, but best to be proactive before an emergency hits.
Many investors would prefer to sidestep direct conversations about their estate plans, according to a Wells Fargo survey.
Time is running out this year to offer clients these tax-related benefits.
A qualified estate planning attorney should be consulted to implement a wealth planning strategy that includes SLATs.
The type of mess surrounding Prince’s estate doesn’t happen just to the rich and famous.
When clients are considering living in a multigenerational home, there are some issues that need to be discussed.