Estate Planning

Why clients should play it straight with the collateral insurance deduction Fallback Image Decorative pattern

Estate Planning

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

By Kevin Wark |June 28, 2018

4 min read

Informal trust accounts: How they do and don’t work Informal trust accounts: How they do and don’t work

Estate Planning

Informal trust accounts: How they do and don’t work

Understand the potential benefits and pitfalls for your client

By Carol Bezaire |June 19, 2018

5 min read

Your client is a trustee of private shares—now what? Fallback Image Decorative pattern

Estate Planning

Your client is a trustee of private shares—now what?

Considerations for business-owner clients and their families

May 30, 2018

5 min read

Holding private company shares at death could cost your client Fallback Image Decorative pattern

Estate Planning

Holding private company shares at death could cost your client

An expert explains the tax consequences—and how to avoid them

By Rebecca Cicco |May 28, 2018

6 min read