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
Five Seaworthy Questions to Ask Yacht Owners
By Andrew McElweeLowering yacht-related expenses while maintaining a valuable investment.
August 02, 2010
HighTower to Partner With Morse, Towey & White, a 5-Member UBS Team From New YorkIn its continuing drive to welcome breakaway wirehouse brokers to its ranks, HighTower announced its 15th partnership, this time with Morse, Towey & White, a five-member, $1 billion wealth management team from UBS.
July 28, 2010
Rockefeller Financial Appoints Jeffery as CEOReuben Jeffery III, a former State Department official, will become chief executive of Rockefeller Financial and join its board of directors on September 7, the firm announced Wednesday, July 27.
July 26, 2010
Estate Planning: The Trusteed IRAEstate planning that contemplates retirement plans is becoming more prevalent and important.
July 26, 2010
BP to Discuss CEO Hayward's Exit; Geithner Says to Let Tax Cuts EndBP will discuss plans on Monday, sources say.
July 26, 2010
ADVICE Column: Estate Planning and the Trusteed IRAWhat do money managers need to know now?
July 25, 2010
Fidelity Poll Says Charitable Giving May Rise to Offset TaxesAdvisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients' taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase.
July 23, 2010
Vanguard Sees Positive Signs for Retirement AccountsMutual fund giant Vanguard says many of its participants in 401(k) and other defined contribution plans are "well positioned for retirement security" in an annual analysis of defined contribution retirement plans.