by
Eric L. Reiner
Intra-family loans are useful for achieving a number of objectives, including the transfer of business ownership.
by
Hannah Shaw Grove
You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.
by
Jeff Stimpson
Trusts' performance as estate planning vehicles are often tied to the federal funds rate.
by
Alexis Leondis
It's best to be candid about what you are (or aren't) bequeathing to your adult children.
by
Ben Mattlin
The addition will expand insurance services to ultra-high-net-worth clients, Dynasty said.
by
Ed Slott
Advisors have many questions about RMDs for IRA beneficiaries. Here are the answers to the most asked questions.
by
Ken Huffman
Six key advantages for your successful business owner clients.
by
Eric L. Reiner
Intra-family loans are useful for achieving a number of objectives, including transferring business ownership.
by
Angel Adegbesan
He's entering the market following an upswing in marital strain tied to pandemic lockdowns.
by
Amanda Albright
Family office exes aren't so sure the next generation is ready to take over the wealth.
by
Christopher Robbins
It's a lot harder to get tax moves done after the middle of December, Slott said.
by
David Jones
Estate planning can feel overwhelming to clients. Here are ways to help them navigate the process.
by
Jeff Stimpson
The estate tax exemption jumped almost $1 million for 2023, the result of recent IRS inflation adjustments.
by
Christopher Robbins
There's a chance that tax planners will look back at the years 2022-2025 as “the good old days," he said.
by
Chris Dolmetsch
Paulson filed for divorce from his wife of 21 years over a year ago.
by
Jeff Stimpson
The changes impact designated beneficiaries who are inheriting retirement accounts.
by
Jeff Stimpson
The divided Congress means that the fate of the estate tax exemption is unpredictable.
by
Tracey Longo
As with most financial questions, the answer depends on several nuances.
