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Estate Planning Articles
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.
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.
Financial Advisor Blogs
Portfolio Manager Insights
The founder of a global concierge telemedicine practice assesses the news on the deadly Ebola virus. + Read more
Lucrative opportunities exist for an experienced financial advisor to serve as a retained expert witness providing testimony in court, says this attorney. + Read more