Tax

Tips for helping families with disability planning

Estate planning is never is easy. But families with special needs require extra attention.

June 10, 2016

1 min read

When a testator has the right to discriminate

Two court cases have tested the limit of testators' freedom to dispose of assets as they see fit.

By Staff |June 10, 2016

1 min read

IRS talks offshore reporting and second chances

Expect changes to some offshore tax reporting forms and more IRS guidance on how to fill them out

By Staff |June 9, 2016

2 min read

Urge clients to communicate with estate beneficiaries: STEP expert

Not only is succession planning becoming more difficult, but client litigation is rising.

By Staff |June 9, 2016

1 min read