Estate Planning Articles

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Restrictions Sought On Guardians Of Elderly

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Calls for tighter controls on elder guardians pervaded the seminars and hallways of the American Bar Association’s National Aging and Law Conference.

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Gay-Marriage Cases Rejected As Supreme Court Leaves Uncertainty

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The U.S. Supreme Court rejected calls for a nationwide ruling on same-sex marriage, a rebuff that lets gays marry in as many as 11 new states and leaves legal uncertainty elsewhere.

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LPL Financial Adds $1.2 Billion Team To Platform

by FA Staff

Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.

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Permanent Life Insurance Underutilized, Says Northwestern Mutual

by FA Staff

Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.

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Morgan Stanley Must Pay $4.5 Million In Family Trust Case

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A Finra arbitration panel found Morgan Stanley & Co. Inc. liable for negligence in the case because it used trust money to repay third-party loans without authorization.

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Life Care Founder Preston Becomes Billionaire On Aging Populace

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The aging populace has been a boon for Life Care Centers of America Inc., the third-largest nursing home operator in the U.S., and made the company’s founder a billionaire.

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Estate Tax Repeal Vote Possible in House In 2014

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Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.

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Alimony Would End Sooner In N.J. If Christie Signs Bill

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Governor Chris Christie must decide in coming weeks whether to support an end to lifetime alimony in New Jersey, part of an overhaul that supporters say doesn’t go far enough.

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Keeping Heirs In The Dark Is A Bad Idea

by FA Staff

A new UBS Investor Watch report shows the more heirs know prior to inheriting money, the smoother the process goes.

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Raymond James Recruits $575 Million Advisor Team

by FA Staff

Hauser Wealth Management has joined the firm from UBS.

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