Tax

Why you should tackle digital estate planning

Most websites have stringent privacy policies. So read these tips to help clients with their online assets.

By Staff |January 30, 2015

2 min read

Build family trusts properly

Running afoul of tax rules could cost clients

By Melissa Shin |January 23, 2015

8 min read

Wealthy collectors establish museums for tax breaks

Wealthy art collectors are opening private museums, sometimes down the road from their homes, to claim lucrative tax benefits.

By Staff |January 23, 2015

1 min read

Watch for elder abuse

A deceased man’s estate leaves his nieces and nephews, once intended to be the beneficiaries, without inheritances.

By Dean DiSpalatro |January 23, 2015

10 min read