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
GAO: Overhaul Entire US Retirement System
By Bernice NapachMany Americans could suffer an insecure and undignified retirement if changes aren't made, the office says.
October 05, 2017
Wife Accused of Killing Husband Can Sue Insurer That Froze Life Insurance ProceedsThe wife alleged that the insurer had misled her about the status of the benefits.
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.