Alternative to a Spousal Lifetime Access Trust: One-Way Buy-Sell Deal
By William H. Byrnes, Robert BloinkA one-way buy-sell agreement can ensure that a business-owning clients dual goalsspousal income security and an orderly business transitioncan be met.
March 31, 2014
There’s still time – for a Medicare doc fixThe former OMB director says the Senate should demand stronger quality measures.
March 31, 2014
Why AUM fees still make (im)perfect senseA flat-fee model provides some benefits, but for retail clients and independent advisors, charging fees on AUM is still the go-to model.
March 31, 2014
Why AUM fees still make (im)perfect senseA flat-fee model provides some benefits, but for retail clients and independent advisors, charging fees on AUM is still the go-to model.
March 31, 2014
The best of everything... AprilThe tax man is here; Game of Thrones' new season premieres April 6; and Umano reads the news to you.
March 31, 2014
The best of everything... AprilThe tax man is here; Game of Thrones' new season premieres April 6; and Umano reads the news to you.
March 31, 2014
A Medicare Primer for AdvisorsTo be able to guide your clients, here are the basic details on whos eligible and what the premiums are.
March 28, 2014
Your Clients Are Getting Older. So Which Clients Should You Focus On?Your retired clients may remain valuable to you, in a business sense, for longer than you think.
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