Helping clients manage, preserve and transfer wealth can be complex and challenging. We are committed to collaborating with you to bring your clients a comprehensive range of wealth management solutions. Our seamless approach will complement your own capabilities and, ultimately, serve to enhance your client relationships. Look ahead with us and experience the right partnership.
Learn about the importance of aligning goals, duties, investment and impact.Transitioning Out of a Private Foundation
Share planning considerations with clients before deciding to dissolve this popular charitable giving vehicle.
Our expert provides tips to address the challenges of effective cross-border trust design & administration
Trust design for state income tax efficiency and wealth preservation
While charitable giving can be simple as writing a check, making a charitable gift of art can be far more complicated.
Read about the potential wealth planning implications on same-sex married couples following the Supreme Court's historic ruling on DOMA.
On January 1, 2015, new regulations took effect from the Department of Labors Wage and Hour Division regarding the application of the Fair Labor Standards Act (FLSA) to home care workers.
Tax Increase Prevention Act of 2014
The House of Representatives and Senate have passed the Tax Increase Prevention Act of 2014, and it was signed into law by President Obama on Friday, December 19. This legislation may have an impact on wealth planning.
Crossing Borders: Planning for Wealth in Motion
Understand the intricacies of cross-border wealth transfer.
Final Treasury Regulations on Code Section 67 (e)
The Scope of Estates' and Trusts Miscellaneous Itemized Deductions Not Subject to the 2% Floor.
Income Taxation of Irrevocable Inter Vivos Trust Violated Due Process
Insights on Recent Transfer and Fiduciary Tax Developments
Planning For What We Know and What We Dont Know
Northern Trust Perspective
Monthly global analysis to keep you abreast of economic and market changes.
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Join us live as our experts provide their insights on the economy, financial markets and the estate and tax planning environment.
Proactive guidance to help anticipate your clients' needs and provide them custom solutions