Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules
It’s not too early to consider the estate implications if someone dies while holding an FHSA
Wills should consider various scenarios for the sequence of death among beneficiaries
Help clients consider an investment policy statement in their wills
Tribunal finds that rep's interest in client's estate didn't result from a breach of securities law
Planning helps clients avoid overspending on funerals, burials
Feds expected to provide details about new minimum tax on high earners and share buyback tax
Here's the status of tax promises and proposals that matter to your clients
Safeguard your client’s assets with an appointed monitor
Online wills services aren’t for everyone, but they can serve a wide range of clients