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Estate Planning

The Sting That Snagged The Tax Lawyer To A Pair Of Billionaires

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IRS says Carlos Kepke is one of the enablers who has help Americans hide untaxed billions abroad.

Are Clients' Current Estate Plans Soundproof For The Future?

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Now is the time to review clients' estates to ensure their plans factor in unforeseen changes in regulations.

Hightower Launches National Trust Company

by FA Staff

The company will provide in-house trust services to Hightower advisors.

Wealthspire Names Head Of Family Office Services

by PW Staff

Heather Flanagan has joined Wealthspire from Rockefeller Capital Management.

Shale King Harold Hamm Is Passing Billions To His Heirs Tax-Free

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Hamm used an LLC and more than a dozen different trusts to complete the transfers.

Tax-Free Inheritances Fuel America's New $73 Trillion Gilded Age


Almost half of all U.S. wealth transferred over the next quarter century will come from the top 1.5% of households.

New Proposal Threatens Grantor Trust Tax Breaks


The Build Back Better Act could increase estate and income taxes on grantor trusts, a tax expert says.

Richest Americans Use GRATs To Avoid Estate Tax, ProPublica Reports


Laurene Powell Jobs used GRATS to give $500 million to family and friends, the report said.

Affluent Americans Boosted Charitable Giving In A Pandemic Year


Average giving surged by 48% last year to $43,195 from $29,269 in 2017.

Building Blocks For An Effective And Flexible Trust


There are many considerations that go in to designing an effective trust.

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