Clients who just lost their spouse probably aren’t thinking about taxes. But it's something that should be on the minds of their advisors. “Advisory support in the months that follow can be critical ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

"The committee agrees that the lawyer must disclose the client’s death before any further substantive communication with opposing counsel and must disclose to the court no later than the first ...

"If you find out your client has died, and you have upcoming deadlines on fees, you need to be proactive. You need to substitute the right party—the estate—and at the very least, inform the court that ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Consider the scenario in which opposing counsel provided a settlement offer that the client approved, but the lawyer has not communicated its acceptance to opposing counsel prior to the client’s death ...