Alternative assets, like private equity, real estate, and fine are can help families preserve wealth, express values, and ...

Taxpayers may be subject to the risk that an IRS examination could increase (or create) a gift tax or estate tax liability many years after a gift is made. Practitioners can help clients limit this ...

Properly established and maintained, an incomplete gift nongrantor trust may play a valuable role in some clients’ estate ...

A home equity agreement is an arrangement where a homeowner sells a portion of the equity in their home to an investor in ...