5 cr. net worth), ultra high net worth individuals (individuals with Rs. 25 cr. net worth) are doing succession planning by forming private trusts instead of writing wills. He said that in private ...

As an Idaho estate planning attorney, I frequently encounter clients across the economic spectrum, from modest estates to ...

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To land on the list, high-net-worth clients had to account for 76 percent or more of the firm’s business. Firms also had to have a focus on financial and retirement planning; institutional ...

high-net-worth individuals should consider establishing an optimized gift trust prior to year-end, advises a tax attorney at Frazer Ryan Goldberg & Arnold. The all-time-high gift and estate tax ...

Wilmington Trust today announced that Sharon Klein, president of the firm's Family Wealth, Eastern U.S. Region and head of its National Matrimonial/Divorce Advisory Practice, has been named to two ...