The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that ...

Naim, Joshua Driskell, Jordi Pujol, and Mike Watson offer key insights on 2025 wealth management and estate planning ...

I have a daughter who has had severe drug problems since she was 18; she’s now 29. I got divorced when she was a baby. I was ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift.

Inheritance tax is a minefield for us. We do not want to leave our daughter with a big tax bill after we die, but our house ...

Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to ...

These scenarios are more common than one might think, and are avoidable. Estate plans frequently become lost during ...

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial ...

Jane Slagsvol claims accountant Richard Mozenter failed to fulfill his trustee duties and withheld financial details about ...