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Many young adults are looking to increase their knowledge when it comes to managing their inherited wealth. After all, wealth can be a complicated topic—and figuring out what to do with it can be an overwhelming experience. With that in mind, this guide is designed to answer their questions and concerns on the issues related to money, includin...

Sometimes, portfolios are so focused on returns that tax efficiency gets pushed to the back burner. But proposed changes to tax law under the Biden administration—and the related debates—have brought renewed focus to the tax impact of portfolio decisions. That makes now a good time to review some of key techniques to help manage your investment tax...

Last year’s six cyber predictions were more on target than not in a year that ended up being unpredictable in many ways. Cyberattacks continued to pose a threat to insureds and insurers, as hackers matured, ransom payments increased, and the cyber insurance market continued to change. Looking at the cybersecurity environment, the predictions ...

Flexible trust planning has never been more important as a result of current and future health, political, economic, and tax uncertainty. Modern directed trusts are one of the best vehicles to provide wealth preservation along with flexibility intergenerationally. Whether the federal estate, gift and GST Tax exemptions are high, low or repealed alt...

Prioritize your risk strategies for 2022 and beyond with this 17th edition of the Global Risks Report, which explores the areas that your organization should safeguard against and capitalize on as part of your overall resiliency plan. The insights and predictions are drawn from a community of 950 experts and leaders around the world. The areas of f...

If you own a closely held business, choosing how and when to exit your business is a critical part of the planning. If one of your goals involves benefiting charity, you might consider the use of a charitable remainder trust (CRT). It’s also an option that can help achieve other business exit goals and reduce your overall tax payment.

In this outlook of forward-looking perspectives, experts provide specific, timely advice on how to articulate your unique vision for your wealth across key societal and financial themes for 2022 and beyond.

When it comes to the sale of transfer of your business, preparation for it will be key in ensuring that it’s a successful transition. Six best practices toward that end will help guide you through the journey. Further, it helps lay the groundwork for estate planning.

With OSHA releasing and publishing the Emergency Temporary Standard (the “ETS”) on November 4, 2021, there are new vaccine guidelines and mandates for employers to follow. In this eBook, we address the “vaccinate or test” program set forth in the ETS and provide samples and templates on mandatory vaccination policy, reasonab...

In today’s workplace environment, organizations face heightened challenges for employee recruitment, retention, wellbeing, and engagement. Understanding how to attract new employees, while keeping and supporting your current workforce is critical to an organization’s ongoing success. It starts with having a sense of urgency, empathy, be...

While 2021 revealed the resiliency of the tech industry and inspired innovation amid spikes in demand, the tech landscape in 2022 will be shaped by the confluence of various factors. From impending tax changes to a booming deal environment to supply chain shortages and more, the tech industry is in for a memorable 2022. Explore the seven technology...

Adoption of an ESG strategy may begin as a reactive response to regulatory, investor, employee, or other stakeholder pressures, but that shouldn’t be where it ends. To reorient business strategy from shareholder to stakeholder and from short-term to long-term value creation, organizations need to tackle the primary actions to take them there....

When an irrevocable trust meets all of its goals, it is reflective of following the three essential checklists that focus on the people, the establishment of the trust, and the running of the trust. The ultimate payoff of a well-run irrevocable trust is that it helps you share your wealth with the people and organizations that are most important to...

For married couples looking to use their lifetime gift exemptions and protect their assets, spousal lifetime access trusts (SLATs) are an attractive option. Planning to use the increased exemption now instead of waiting until it expires in 2025 and reverts to the 2011 level of $5 million will also allow for more thoughtful preparation, and a proper...

The U.S. House of Representative passed the Build Back Better Act, the second component of the White House’s ambitious spending plan, on November 19, 2021. Among the most significant provisions in the Act is a new broad-based surcharge of up to 8% on high-income individuals, trusts, and estates. An analysis on the surcharge impact and other k...