September 5, 2018—At the end of September, the S&P 500 index is getting a makeover. Below we answer the four most pressing questions related to the changes. 1) What is happening? On September 30, 2018 Standard & Poor’s is reshuffling their sector schematic, which will include redefining the existing technology, consumer discretionary, and telecommunications sectors. The current
An important four-part series that discusses a host of issues involving state income taxes on trusts. Part One provides an overview of the various approaches to taxation of trust income, then reviews the various constitutional restrictions, as reflected in numerous federal and state cases. Part Two further examines these aspects, beginning with a discussion of
Help clients take a long-term view to protect family wealth during divorce. Divorce can derail family wealth and affect generations far beyond just one couple. Even those who are not divorcing or contemplating divorce—including those beginning prenuptial planning—could benefit from knowing what’s at stake in the event of a divorce, be it their own or
