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
Proposed Rule Changes Will Alter Plan Sponsor-Service Provider Dynamic
By Michael S. FischerService providers will have to disclose fees and explain conflicts of interest.
May 24, 2010
As Go Collector Cars, So Goes the EconomyIf Keith Martin's view of historical trends is correct, then the worldwide economic crisis may soon be coming to an end.
May 20, 2010
At NAPFA Conference, Tom Bradley Tells Advisors to Put Client FirstTom Bradley had several pieces of advice for the assembled fee-only financial advisors in his keynote address to NAPFA's national conference, but the most important is also the most obvious--always put the client first.
May 18, 2010
New Greenway Family Office Serves HNW Clients in St. LouisThe multi-family office focuses on ways a family's financial capital can support its human and social capital.
May 17, 2010
Bull Run in Equities Ignites Charitable Planning OpportunitiesAccompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.
May 17, 2010
R-E-S-P-E-C-T: What the Insurance Industry Can Do To Earn It BackPerhaps it's a casualty of the long battle over national health insurance reform. Maybe discontent over escalating insurance premiums triggers it. But whatever the reasons, most Americans simply don't trust the insurance industry.
May 16, 2010
R-E-S-P-E-C-T: What the Insurance Industry Can Do To Earn It BackPerhaps it's a casualty of the long battle over national health insurance reform. Maybe discontent over escalating insurance premiums triggers it. But whatever the reasons, most Americans simply don't trust the insurance industry.
May 13, 2010
Blue Vault Report: Non-Traded REITs Market Sees 12 New Offerings in 2009A record number of non-traded real estate investment trusts were launched in 2009, adding 12 new REITs to the universe of 36, independent research firm Blue Vault Partners announced this week.