by Matt Matrisian
Generation-proof your business to ensure growth opportunities as boomers retire.
by Eric L. Reiner
Same-sex couples in some states can now enjoy the tax advantages,
and hazards, of marriage.
by Catherine Seeber
Will planners be taken over by technology?
by
Karen DeMasters
Clients often must cut retirement spending and work longer, but advisors may be able to suggest financial moves to reduce the stress.
by FA Staff
Seventy percent of adults say their families are failing to talk about who will take control of the finances of family members who lose the capacity to make decisions, says a recent survey.
by
Bloomberg News
The IRS, already under unprecedented scrutiny, must make another tough call -- whether to recognize the same-sex marriages of taxpayers whose home states don’t consider the unions legal.
by
Dan Moisand
The reduction in potential taxes does not reduce the need for estate planning, says columnist Dan Moisand. Here are three things that dictate the flow of assets into an estate.
by
Ted Knutson
The U.S. Supreme Court decisions that strike down the federal Defense of Marriage Act and basically permit gay marriage in California offer financial benefits for same-sex couples.
by FA Staff
The new firm delivers trust services for RIAs’ high-net-worth clients
that feature South Dakota’s uniquely beneficial trust and tax laws.
by Mary Rowland
Laura Schilling has opened a firm staffed with stay-at-home moms.
by Jerilyn Klein Bier
In-person visits are still the best way to learn
a client’s needs.
by Jeff Schlegel
Advisors working with dying clients need both financial acumen and human compassion.
by FA Staff
Many advisors are missing the chance to engage multiple generations when discussing family wealth issues, according to a survey by MFS Investment Management.
by
Karen DeMasters
The U.S. Supreme Court's decisions on two same-sex marriage cases could have far-reaching effects on the financial lives of same-sex couples, legal experts say.
by FA Staff
Reliance Financial Corp., a privately held financial services and wealth management company based in Atlanta, Ga., has acquired Citigroup Trust-Delaware, N.A., a subsidiary of Citibank, N.A.
by
Karen DeMasters
Many wealthy individuals do not have adequate plans for passing on their wealth and may have a false sense of financial security, according to a U.S. Trust survey released today.
by Eric L. Reiner
The new tax rules for trusts and estates could have been worse.
by
Bloomberg News
President Barack Obama wants to prevent people from accumulating too much money in their tax- advantaged retirement accounts or trusts for heirs, adding to pressure on the wealthy after raising tax...
by FA Staff
The demand for trustee services may increase slightly this year, according to a survey.
by
Bloomberg News
Top-earning gay couples who married in states where the law permits it may soon be paying more in income taxes as the U.S. Supreme Court considers the legality of same-sex unions.
