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Estate Planning Articles
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.
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.
Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.
Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.
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.
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.