by
Jim McConville
Veteran trust and estate planning and tax professionals Joseph V.
Falanga and Sharon H. Goodman have joined New York-based UHY Advisors,
company officials said today.
by
Karen DeMasters
The Concord Trust Company, a state-chartered trust
company, has been created in New Hampshire to enable high-net
worth-families to take advantage of the state's trust and estate tax
laws.
Donating a record $350 million to Cornell University last week moved
Charles Feeney closer to a life goal: giving away all of his fortune
while still alive.
Creating a family governance structure to make financial decisions may be the best way to assure that wealth is preserved for
future generations, according to a new research.
The wealthy view earned money and inherited money differently and
advisors need to know the difference, says a new study by Barclays.
by Mary Ann Mancini, John L. Olsen and Melvin A. Warshaw
Annuities are often shunned by estate planners, but there are circumstances in which they can be useful, even in the largest estates.
by dennis t. jaffe and josh cohen
Young heirs can make their mark through solid investments that serve both society and their family legacies.
by
Karen DeMasters
A company with 136 franchises around the country helps advisory clients with overwhelming tasks involved in downsizing, divorce and health care.
by Russ Alan Prince
The Forbes Family Trust multifamily office looks for clients with whom it can develop strong, long-term relationships.
"Everyone has to click," firm President Keith Bloomfield says.
by Caren Chesler
Family businesses-no matter how well known-rarely succeed past the third generation.
by Hannah Shaw Grove
Editor's Note
Thirty years from now, Oxford Financial Group founder Jeffrey Thomasson may pass on more than $100 million to heirs using an estate-planning strategy for avoiding gift and estate taxes.
by Caren Chesler
Many wealthy Americans, it turns out, are more fixated on spending and giving away their wealth than making sure their kids get a big inheritance.
by Beth D. Tractenberg and Kathryn von Matthiessen
Wealthy people who live in the U.S. but who are not citizens can in some cases benefit from recent changes in gift tax law.
by Gary Raphael
Advisors can be crucial in helping clients protect against the fires, floods, thefts and other sundry hazards that threaten their prized collectibles.
by Mary Rowland
New Hampshire leads the way among states using generous new laws to compete for family trust business.
The IRS has been asked to explain how it decided to examine the returns of
five taxpayers who contributed to non-profit advocacy
organizations increasingly involved in political activity.
The top 0.1 percent of U.S. taxpayers would save an average of $1...
