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
5 Things to Know About Valuing Annuities and Other Client Assets
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Edwin P. Morrow, Martin M. ShenkmanDetermining how much any given asset is worth, and when, may be complicated.
October 05, 2017
6 Personality Traits of the Wealthy and SuccessfulAuthor and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.
October 05, 2017
‘Trust in the Company’ Is Top Driver of Investment Decisions: EdelmanInstitutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
October 04, 2017
Estate Planning for Users of Assisted Reproductive TechnologyToday, parentage can come in at least three different types.
September 27, 2017
3 Types of Designated Beneficiaries You Must UnderstandThe rules for spouses, unmarried partners and children are different.
September 27, 2017
How 4 Big US Banks Stack Up With CustomersJPMorgan, for one, is popular with millennials, Brand Finance reported.
September 27, 2017
GOP Touts Simpler Tax Filing as a Goal of ReformRep. Kevin Brady predicts 90% of filers will be able to fit their tax returns on a postcard.
September 26, 2017
Here’s How Financially Naive Millennial Parents AreAccording to Personal Capital, 70% say they favor saving for their kids college education over saving for retirement, a strategy advisors usually oppose.