Independent broker-dealer WFP Securities went out of business fighting claims they put clients into risky private placements and non-traded REITS. Yesterday, they got a bit back.

While retail investors are exiting equity mutual funds like no other, dividend-focused mutual funds are actually reaping the benefits of investors’ search for yield.

You can’t very well tell the IRS that their check is in the mail. But a new iPad application by Fidelity Investments allows investors to make deposits into Fidelity IRAs via the Apple tablet. Taxpayers can use the iPad camera to photograph...

As clients, attorneys and advisors were just getting comfortable with the beneficiary defective inheritor's trust (BDIT), certain practitioners have attempted to extend its use and structure. Many of these attempted extensions, referred to in...

IRS seeks comments on tax consequences of decanting In Notice 2011-101, the Internal Revenue Service requested comments regarding the income, gift, estate and generation-skipping transfer (GST) tax issues and consequences arising from trust...

Since 1892, the Uniform Law Commission (ULC) has provided states with non-partisan, well-conceived and well-drafted legislation. The ULC is working on a number of issues affecting estate-planning practitioners. Here's a round-up of some of...