Estate Planning Articles

Total: 201 1 2 3 4 5 6 7 8  Next >> [21]

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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Almost All Heirs Leave Parents' Advisory Firm

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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...

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Same-Sex Couples To Be Eligible For Leave Under U.S. Rule

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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.

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Schwab Sees $3.5T Growth Opportunity For RIAs

by FA Staff

Young, affluent individuals in control of nearly $3...

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SCOTUS: Inherited IRAs In Play For Bankruptcy Creditors

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The U.S. Supreme Court unanimously ruled today that IRAs inherited by someone other than a spouse are not protected from creditors in bankruptcy.

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