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If an asset is to qualify for the federal estate tax marital deduction as qualified terminal interest property (QTIP), the decedent's surviving spouse must be entitled to all of the income for life from such asset.1 When an individual retirement...

As estate planners, we love helping people, and as attorneys, we need to bill hours. So when we can help people and bill hours at the same time, you'd think that we would be elated. Not necessarily. A large part of our practice in recent years has...

Families are becoming more sophisticated about wealth management, incorporating modern trust documents into their estate-planning goals and looking for ways to maximize the flexibility of their trust investments. Typically, a trustee's duties and...

four short profiles of some veteran professionals who have successfully helped their associates with their careers.

How did a homeless man with no credentials or experience get in the door and rise to the top as a stockbroker at two of the Street's most prestigious names, then go on to make millions running his own firm?

In his first four months as head of Morgan Stanley's brokerage unit, James Gorman wasted no time showing that a new regime was in place.

Class B mutual fund shares are under assault. Dreyfus became the second fund company to stop offering B shares in March; Franklin-Templeton was the first in 2005.

Way back in 1998, when stocks were hot, investment-biker and former Soros-partner Jim Rogers launched a commodity index fund, predicting a flat-out bull market in a wide range of commodities. How right Rogers was, again.

Interview with Jerry Wade, President of Wade Financial Group.

“I think it's a mistake — health care expenses take up a huge part of someone's cash flow. It could be a real niche for planners.”