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
Gundlach: Robos Could Cause Next Crash; Passive Mania Will Wane
By Janet LevauxSpeaking at FPA NorCal, the bond king sounds off on passive investing, robos, rates and the S&P 500.
May 26, 2017
Fund Expenses Drop 7% in 2016; Vanguard Leads the Pack: MorningstarThe largest fund family had an asset-weighted average expense ratio of 0.11% last year, the research firm says.
May 22, 2017
TIAA's Target Date Fund Alternative Acts Like a PensionPartnering with DFA, TIAA developed a model that focuses on income rather than accumulation.
May 16, 2017
Judge Weighs 'Bizarre' Contract Dispute Between Delta Retirees, InsurerThe case hinges on provisions for determining who got the rebates from the drug manufacturers.
May 12, 2017
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington TrustAmong wealth holders, 67% are apprehensive about sharing inheritance details.
April 21, 2017
3 Lessons Prince Left Agents and AdvisorsThe Rock and Roll Hall of Famer died a year ago, without a will.
April 11, 2017
For Estate Planning, Don’t Overlook Late Portability ElectionsFortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
April 10, 2017
5 Uses for Life Insurance That Most People Haven't Thought OfFor your clients and prospects, your bread and butter may be as mysterious as nuclear physics.