Suspicious conditions lead to claims of undue influence. Susan R. Lipp | Dec 06, 2023 It’s not surprising that when a client changes the...

The federal estate tax has long stood as a fiscal tool aimed at mitigating wealth concentration by taxing a portion of the assets...

In October 2017, Diane Norelius stopped answering the phone. Her two daughters called and called. They called Diane’s boyfriend, Denzil...

After an individual's death, his or her assets will be gathered, business affairs settled, debts paid, necessary tax returns filed, and...

Every family is different, but we see a recurring problem with many who have more than one adult child. It is the sense of entitlement to...

Natalie Choate May 11, 2022 Before 2020, a client’s IRA could be left in trust for their children, with the benefit of a long “life...

The Bureau of Labor Statistics Thursday released inflation numbers for September. The Consumer Price Index for All Urban Consumers...

Aaron Levitt Sep 15, 2022 One of the toughest problems in retirement planning has to be longevity. It’s a blessing and a curse. Making...

Alan GassmanContributorI Write About Tax, Estate And Legal Strategies And Opportunities. Follow Aug 11, 2022,02:18pm EDT On July 26,...

If your family has significant wealth, it’s now easier to avoid federal estate taxes, thanks to recent changes from the IRS. The IRS...

Tuesday, July 12, 2022 By Paul Caron 1.1kShares Following up on my previous posts: Wall Street Journal, Vanguard to Pay $6 Million to...

Monday, June 27, 2022 By Sarah Brenner Director of Retirement Education Follow Us on Twitter: @theslottreport You may have heard how...

EXECUTIVE SUMMARY The first half of 2022 has not played out as most expected; the good news is that for most parts of the country,...

Wednesday, June 01, 2022 By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Usually, rollovers involving 401(k)...

Wednesday, May 25, 2022 By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Some of the proposed SECURE Act...

On the Chinese lunar calendar, 2021 was the Year of the Ox, but for many in the estate planning world, it was the “Year of the...

The investment giant wades into the volatile cryptocurrency landscape even as regulators have cautioned employers about tethering digital...

Wednesday, August 04, 2021 Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport Suppose you inherit 401(k) (or other ERISA...

Saturday, July 17, 2021 By Paul Caron 2.7kShares Following up on my previous posts (links below): Chronicle of Philanthropy, New Study...