There's only so much control that their grandparents will be able to exercise after they're gone, and the best kinds of gifts don't come with strings attached. All inheritance is treated as separate ...

Below, we highlight the most relevant updates for private wealth clients, incorporating additional insights and planning considerations from recent estate and tax law developments. Top Marginal Tax ...

The years 2025-2026 mark an inflection point for estate, gift and generation-skipping transfer (GST) planning following enactment of the One ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

How wealthy families use grantor trusts, dynasty trusts, offshore structures and shell companies to legally protect billions ...

A family trust can be a powerful tool—but it’s not right for everyone.

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend.

Any form of US-listed stocks–either stock options or direct stocks–can create significant wealth, but they also carry the ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

US banks' pre-provision net revenue jumped in the third quarter, reaching its highest point since at least 2012. Read more ...