Finance News
Adequate Disclosure: Where Are We Now?
The Schlapfer v. Commissioner decision provides some guidance.
By NB
Oct 25, 2023
Time to Rethink the Typical Testamentary QTIP Trust?
Additional approaches to planning with this vehicle.
By NB
Oct 25, 2023
Distinguishing Use Cases for Joint and Individual Trusts
Which option is best for your clients?
By NB
Oct 25, 2023
Navigating International Legal Considerations for Advisors Serving Multi-National Families: Part 2
How to handle prenups, acquisition of residences and privacy and security issues.
By NB
Oct 25, 2023