Between private practice and leadership roles at Northern Trust, Ditelberg has 30 years of experience in tax planning, estate and trust law. Her background makes her a highly sought-after speaker ...

Here are six things you need to know: If you do have an estate tax due, you have some planning opportunities. One option is to create an irrevocable trust and gift the vacation home to the trust.

His background makes him uniquely qualified to handle the most complex retirement, tax and estate plans. Like the best football teams, you can win at financial planning by executing a strategy ...

Part I of this series on investment tax planning for non-resident aliens (NRAs) focused on the potential tax benefits of private placement variable annuities (PPVA). Part II focused on the use of ...