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Estate Planning Articles
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.
Young adults who wait longer to start families are also putting off death planning.
What do you do about clients placing trades when their mental acuity is declining?
A former ICU nurse and stay-at-home mom, Susan Kaplan is now one of the country’s top advisors.
A recent Legg Mason study found that most of the respondents where unaware of the features and flexibility of these plans.
Financial Advisor Blogs
Portfolio Manager Insights
The top 10 reasons why the US stock market is not in a bubble can be summarized in a countdown list. + Read more
Risk management failed dramatically during steep market drops since '98, and we argue that's because too much focus has been placed on backward-looking risk measures and not enough on scenario analysis. + Read more