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President Barack Obama's tax plan would affect billionaires -- as well as people who aren’t wealthy enough to pay estate taxes, if their assets have gained sharply enough in value.
The plan would raise the top capital gains rate to 28 percent, impose tax increases for high earners, limit tax breaks for 529 plans and take other steps to pay for new programs.
Legend Financial says spouses have many ways to look for hidden assets.
Investment managers Bahl & Gaynor in Cincinnati have built up $12 billion in assets with a dividend approach for patient investors.
Four advisors have joined the firm as partners in Scottsdale, Ariz.
The Advanced Planning Group is a team of legal, tax and estate planning experts that provide support to advisors.
Consumers have increasingly sought investment advice from financial professionals, technology and employer-based programs over the past two years, according to a new study.
Probate judge leader names pitfalls that advisors face in managing trusts for executors.
Check the trust details before committing the money, an advisor says.
Calls for tighter controls on elder guardians pervaded the seminars and hallways of the American Bar Association’s National Aging and Law Conference.
Clients listening only to headlines can misunderstand rollovers and tax deductions.
The question for advisors is how best to choose the right managers.
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