Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Brinton Eaton Sees Big Tax Hikes if Congress Doesn't Act
By Michael S. FischerNon-spouse beneficiaries could experience rates as high as 55%.
September 22, 2010
Westwood Holdings to Buy McCarthy Group AdvisorsWestwood Holdings Group Inc. has reached an agreement to acquire McCarthy Group Advisors LLC, an Omaha-based RIA.
September 21, 2010
Housing Starts Rose a Surprisingly High 10.5% in AugustThe U.S. housing market got a much-needed boost on Tuesday as the government's report on August housing starts rose at the unexpectedly strong rate of 10.5%, its highest level in four months.
September 17, 2010
MFS Adds New 2050 Target Date Mutual Fund to LineMFS has added to its Lifetime target date mutual fund series with a new entry: the MFS Lifetime 2050 Fund (MFFSX).
September 17, 2010
Group Health Plan Enrollment NosedivesNew figures released in September by the Census Bureau show that enrollment in employer-sponsored health plans in 2009 was at its lowest level since 1997, after a dizzying drop.
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
September 09, 2010
Bugged by Bedbugs? Homeowners Insurance Won't PayBut New York is planning a bill to require coverage for infestation.