Informal settlement of a fiduciary’s account has long been the preferred method for wrapping up a fiduciary’s service. And ...

Can the Family Wealth Governance Policy System (the GPS) serve as a tool to lower family conflict? Recognizing that while ...

Learn how the Nelson case validates tiered discounts in complex ownership structures, creating new tax efficiency for wealthy ...

The increase in litigation has placed fiduciaries at greater personal and financial risk.

Cullen I. Boggus is a shareholder at Gunster in the firm’s private wealth services practice.

Charitable tax planning requires time, especially with OBBB changes coming in 2026. Beware of questionable giving vehicles promising inflated deductions ...