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Estate Planning Articles
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.
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?
Financial Advisor Blogs
Portfolio Manager Insights
When talking to potential female clients, find ways to get them talking instead of shutting them down. + Read more
Two new government reports say Social Security and Medicare are not in imminent financial danger + Read more