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Estate Planning

Estate Planning

Shale King Harold Hamm Is Passing Billions To His Heirs Tax-Free

Ben Steverman - February 14, 2022

Channels

Tax-Free Inheritances Fuel America’s New $73 Trillion Gilded Age

Ben Steverman - February 3, 2022

Estate Planning

New Proposal Threatens Grantor Trust Tax Breaks

Karen DeMasters - October 8, 2021

Estate Planning

Richest Americans Use GRATs To Avoid Estate Tax, ProPublica Reports

Pierre Paulden - October 4, 2021

Estate Planning

Affluent Americans Boosted Charitable Giving In A Pandemic Year

Katherine Doherty - October 4, 2021

Estate Planning

Building Blocks For An Effective And Flexible Trust

Theresa Marx - August 11, 2021

Estate Planning

Paul Allen’s Superyacht Finds Buyer After $278 Million Listing

Benjamin Stupples - August 5, 2021

Cultivating the Affluent

China’s Luxury Retirement Homes Draw Millions From Investors

Bloomberg News - July 19, 2021

Estate Planning

Gateses Have Two Years To Decide If They Can Share Foundation

Anders Melin - July 8, 2021

Estate Planning

How Rich Clients Should Prepare For A Biden Estate Tax Regime

Jeff Stimpson - June 28, 2021

Estate Planning

Feds Give Hightower Green Light To Convert Texas Trust Into A National Entity

Joyce Blay - June 18, 2021

CHARITABLE GIVING

Gates Divorce Forces $50 Billion Foundation To Weigh Changes

Sophie Alexander - May 28, 2021

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