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.
Debts After Death
Maybe someone told you, "Go cross-sell some life insurance." Here's why your clients need that.
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
Sometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
The Tall Tax Tale of Why Country Songwriters Get Capital Gain Treatment
This tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.