[ad_1] A power of appointment (POA), among the useful tools in estate planning, is...
Wealth Tech
[ad_1] Even before the Internal Revenue Code concluded that a settlor of a grantor...
[ad_1] How to guide the next generation to find a meaningful path of their...
[ad_1] To make use of the current record high federal gift tax exemption amount,1...
[ad_1] With increasing global mobility of high-net-worth individuals and families, it’s becoming more common...
[ad_1] Ever since Gross v. Commissioner,1 the Tax Court has struggled with the valuation...
[ad_1] A roundup of significant court cases. [ad_2]
[ad_1] Today, more of our clients are becoming receptive to planning that uses irrevocable...
[ad_1] Successful wealth creators whose wealth is derived from taking on risk and building...
[ad_1] This week, private equity-backed Atria Wealth Solutions announced plans to acquire Kestra Holdings’...
