by
Karen DeMasters
Because same-sex marriage laws differ depending on jurisdiction, advisors need to get educated on how to navigate the increasingly complex financial issues facing the lesbian, gay, bisexual and...
by Eric L. Reiner
CPA Robert Keebler is leading Keebler & Associates LLP to the cutting edge of tax and estate planning.
by Thomas M. Kostigen
Leaving art to charity helps avoid big tax payments to the the IRS.
by
Eric Rasmussen
Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
by Mary Rowland
Knowing how to work with families means understanding their relationships.
by Eleanor O'Sullivan
Two men who make their livings offering advice on how to provide a
comfortable financial cushion for one's survivors have written a book
that celebrates a legacy far removed from material...
by
Karen DeMasters
Planning for single parents means having a different conversation, says one planner.
by Mary Rowland
For seven generations, the Laird-Norton family has maintained its close ties by passing along values and a sense of legacy.
The U.S. House repealed a long-term care insurance program created by
the 2010 health-care law that the Obama administration decided was too
costly to put in place.
Mitt Romney's 2010 tax returns and the 13...
by Tom Kostigen
At least one tax form must be filed by January 17 if heirs want to
avoid estate taxes for property inherited from people who died in 2010,
when there were no federal estate taxes.
by David Lawrence
How do firms translate fiduciary concepts into their day-to-day operations?
by Brad Zigler
Refining has been a particularly volatile business since the 2008 economic nosedive.
by Gail Liberman
Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Donating a record $350 million to Cornell University last week moved
Charles Feeney closer to a life goal: giving away all of his fortune
while still alive.
Life insurers paid $52.6 million in death benefits after New York's
banking and insurance regulator forced the companies to use government
data to identify cases where they hadn't paid claims.
by Dan Moisand
Running through applicable tax issues with clients as the year comes to a
close is an activity that is well received and appreciated by clients...
by
Jim McConville
About half of respondents to a new poll say they don't know how they will address future LTC needs.
by
Karen DeMasters
A company with 136 franchises around the country helps advisory clients with overwhelming tasks involved in downsizing, divorce and health care.
