Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.
Questions that start with "how" aren't always best.
Powers of attorney protect clients—and you
Matrimonial homes are subject to special rules regarding equalizing family property.
Test your knowledge of wills, trusts and estates.
Don’t go overboard
A client called me earlier this year with a strange question. He wanted to know if donating an organ or a piece of an organ would affect his ability to purchase life insurance in the future. At the time, it seemed like an academic question and the client didn’t offer any explanations.
Despite proposed tax-rate changes, they’re still effective
Not all relationships are treated equally
The first course, foundations of estate and trust administrations, will begin in November.