How to Get Medicaid for Nursing Home Care Without Going Broke
Even well-off people can easily go broke paying for nursing home care. But it doesn't have to be thus, Medicaid expert Gabriel Heiser tells ThinkAdvisor.
Sanders Calls for a 65% Top Estate Tax Rate
The provision, in an S. 1804 funding supplement, would affect couples with $1 billion or more in assets.
IRA Beneficiary Designation Forms
So, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
Planning for the Suddenly Wealthy: Call In the SWATT Team
Coming into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
The Basics of Establishing an Irrevocable Life Insurance Trust
An ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
Legal Arrangements Other than Marriage
Here's another look at how clients' household arrangements can affect planning strategies.
DoubleLine Hires Exec for Latin America; Ariel Elects New Board Member
Joel Peña, a former Pimco and Robeco employee, has a new role, as does Heather Tookes of Yale's School of Management.
N.Y. Daily News Acquired by Tronc, Journalism's Would-Be Savior
The 'newspaper deal' involves a $100 million pension risk transfer.
MassMutual Launches Practice Management Website
MassMutual launched a new website, AdvisorAdvantage+, to give retirement plan advisors access to practice management tools and guidance.
GOP Plan to Kill Estate Tax Sets Up Charitable Giving Conflict
One of the victims of a reduction in the incentive to give could be the life insurance industry.