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
Wife Accused of Killing Husband Can Sue Insurer That Froze Life Insurance Proceeds
By Steven A. MeyerowitzThe wife alleged that the insurer had misled her about the status of the benefits.
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.
September 25, 2017
Having Children Can Ruin Your RetirementOne obstacle is the $9,400-per-year "motherhood penalty."
September 21, 2017
How to Get Medicaid for Nursing Home Care Without Going BrokeEven well-off people can easily go broke paying for nursing home care. But it doesn't have to be thus, Medicaid expert Gabriel Heiser tells ThinkAdvisor.