Understanding Florida’s laws regarding the descent and devise of “homestead” property can be difficult for even the most experienced estate planning practitioners, and this quagmire has become even more complicated by recent case law.
On June 26, 2013, the U. S. Supreme Court (the Supreme Court) issued its decisions in the cases of Windsor v. United States and Hollingsworth, et. al. v. Perry et al., thus ending the judicial fight of the validity of the federal “Defense of Marriage Act,” and ending “Round 1” of the judicial fight regarding comparable state law statutes and constitutional provisions.
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More