Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.