by Tina Davis Milligan, Domingo Such III
The market downturn and the shift in political winds make this a perfect time to revisit wealth transfer plans...
by Gregory Bresiger
Deciding between a donor-advised fund and a private foundation heavily depends on a client's specific needs...
by Edward A. Renn , N. Todd Angkatavanich
Estate planning tools have evolved to better serve the needs of today's wealth families.
Edward A. Renn
Edward A...
by Mindy Rosenthal
Ultra-wealthy family business owners do a poor job of protecting their fortunes for future generations...
by Caren Chesler
Speakers at the Heckerling Institute's upcoming estate planning conference say market turmoil has its benefits...
by Tere D’Amato
Estate planning for the nontraditional couple remains a challenge.
by Stephen Parrish
Strategies for converting business-owner equity into retirement wealth.
Stephen Parrish
View all articles by Stephen Parrish
by Stephen Liss
How to use valuation clauses when transferring hard-to-value assets...
by Neil T. Kawashima
Clear goals and plans may ensure lage charitable gifts are used the way donors intended.
Neil T. Kawashima
View all articles by Neil T. Kawashima
by Edward A. Renn
Tax-efficient techniques help the wealthy transfer their homes to the next generation.
by Joseph B. Darby III
Exploring the ongoing turf battle between taxpayers and the IRS over FLPs.
by Tere D’Amato
An incentive trust may motivate heirs, but avoiding pitfalls in setting one up is crucial.
by Richard P. Breed III
State death tax are an afterthought for many clients, but they often mean big bucks.
by Hannah Shaw Grove
Howard Milstein, Bill Fuhs and a fast-growing team of seasoned executives blend the very best of tradition and innovation to build a new private banking empire...
by Tere D'Amato
Culture shock and language barriers aside, living in another country can be fraught with property taxation and ownership issues...
by Daniel Schley
How the confluence of wealth and technology are redefining philanthropy and ushering in an age of innovation and social change.
by Rick Blaser
Dynasty trusts are a tax-effective way for young millionaires to care for subsequent and previous generations...
by Stephen Liss
Adopting an organized approach to Philanthropy creates opportunities to involve younger generations and can help preserve family wealth...
by Edward A. Renn
Art investor or collector? Understanding the difference can help an owner derive fiscal and aesthetic pleasure from a prized work.
Edward A. Renn
Edward A...
by Richard J. Flynn
New legislation can have some serious tax implications for donors of fine art and other tangible gifts.
Richard J. Flynn
Richard J...
