by Jon Sahn
A philanthropy consultant offers a case study on how to sort out and
implement a client’s giving and estate planning goals
by
Bloomberg News
The ultra wealthy exploit a loophole that Congress unintentionally created and that the IRS unsuccessfully challenged.
by
Jay E. Rivlin, Christiana M. Lazo
If clients are undecided about whether to gift at the end of the year or the start of the new year, advisors may want to consider doing transactions in both years.
by Jay E. Rivlin and Christiana M. Lazo
This strategy may help clients save on appraisal and attorney fees when they want to make gifts to children.
by Hannah Shaw Grove
Advisors reveal how they use philanthropic services to help clients leave their mark on the world.
by Nancy E. Dempze and Michael J. Puzo
Now that federal estate planning taxes have stabilized,
advisors need to solidify their clients’ wealth transfer plans.
by Jim Duggan
Family wealth can erode as it gets passed on to
each generation, but not if advisors take proper
precautions.
by
Michael Fischer
Planners often have to work through a matrix of confidential user IDs, passwords and various other encryption measures to get at information that deceased benefactors kept secret.
by
Michael Fischer
The possibility of posthumous births has added a new wrinkle to the estate planning conversations advisors have with clients, not to mention estate-planning law.
by
Michael Fischer
Same-sex married couples can now benefit from many tax and estate planning strategies previously reserved for opposite-sex married couples, according to estate planners.
by
Ellie Winninghoff
U.S. citizens who own Canadian property have a way to keep their U.S. tax breaks if the land is donated as conservation easements.
by Caren Chesler
Advisors sometimes have to make sure money doesn’t destroy their clients’ lives.
by Anthony Greco
The fate of actor James Gandolfini’s estate should serve as a cautionary tale for estate planners.
by
Bloomberg News
America’s richest family, worth more than $100 billion, has exploited a variety of legal loopholes to avoid the estate tax, according to public documents.
by
Bloomberg News
Wilmington Trust Co., a unit of M&T Bank Corp., was sued by heirs to Mennen Co., maker of Speed Stick deodorant, seeking more than $100 million in damages for investment losses.
by
Bloomberg News
Anthony Marshall, the 89-year-old son of the late New York philanthropist and socialite Brooke Astor, was granted his release from jail on medical parole.
by
Anthony Greco
Tony Soprano may have been an expert at hiding his money from the feds, but actor James Gandolfini, the recently deceased actor who portrayed the fictional New Jersey mob boss on TV, apparently was...
by Ellie Winninghoff
Conservation easements are
an extraordinary estate planning tool—
and the legal foundation
for a form of impact investing.
by Miley Perry
Families have a better chance of building relationships and establishing
a family mission if they meet at least twice a year.
