While everyone knows that the wealthy have more capital gains than
others, what's less known is how closely tied those gains are to age.
by Jan Alexander
Clients are getting more strategic about their giving-a trend that creates opportunities for advisors.
Lawrence Hughes, head of Bank of New York Mellon's wealth-management division, foresees nearly unprecedented
hardship for the private-client industry over the next 10 years.
South Dakota is trying to tighten the reins on its growing business in trusts without stopping that growth.
by Jesse Turley
Drew Brees' campaign to aid New Orleans illustrates the rewards to be gained through careful philanthropic planning.
by Caren Chesler
Second marriages can quickly turn the execution of an estate plan into a bitter court battle.
by Diana S.C. Zeydel
The disappearance of the estate tax this year is not necessarily a windfall for planners and their clients.
by Earl E. Watson III
Trusts stand a better chance of fulfilling their mission if they're put in the hands of a professional.
by Stephen Liss and Hallie Aronson
Trusts and tax-advantaged accounts are powerful tools for gifting to children
by Robert Morrill
Non-tax issues come to the forefront when crafting an estate plan for single parents and parents of special needs children.
by Alan F. Rothschild Jr.
To survive a declining marketplace, estate-tax planners need to broaden the scope of their services.
by Richard J. Flynn and Daniel J. Scott
When celebrities pass away, chaos can ensue if they failed to create a carefully considered estate plan.
by Charles D. Fox IV
Family conflict is almost an inevitable part of family business succession planning.
by Dora Clarke
Two distinct sets of rules come into play when handling the estates of clients with assets in both the U.S. and the U.K.
by Gideon Rothschild
Today's legal climate demands the use of advanced asset protection techniques for high-risk clients.
by Dennis Jaffe
Family relationhip services may pose a conflict for financial advisors.
by Eric L. Reiner
The national reputations of Richard and Steve Oshins, girded by a team of strong young estate planners, poises Oshins & Associates for continued growth.
by Hannah Shaw Grove
Adopting an all-business approach can help family-owned businesses reach higher levels of success and profitability.
by Sam Ali
Frozen embryos and other advances in reproductive technology have raised thorny legal issues for estate planners...
by William H. Hewitt
The economic crisis and proposed tax changes aare exerting mounting pressure on the nonprofit industry.
William H. Hewitt
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