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Estate Planning Articles
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.
Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.
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.
A new UBS Investor Watch report shows the more heirs know prior to inheriting money, the smoother the process goes.
Hauser Wealth Management has joined the firm from UBS.
To keep those assets and continue working with a clients heirs, Fidelity Investments suggests advisors incorporate multi-generational planning practices into their firm and get the wealth transfer...
Same-sex couples in the U.S. would be eligible for leave to care for their spouses under a rule the Obama administration will propose today.
Young, affluent individuals in control of nearly $3...
The U.S. Supreme Court unanimously ruled today that IRAs inherited by someone other than a spouse are not protected from creditors in bankruptcy.
Financial Advisor Blogs
Portfolio Manager Insights
Robo-advisors can teach every advisor about how the next generation of investors likes to work. + Read more
In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations. Here's some help. + Read more