The dog days of August may be the best time to promote your practice

whether you are leading a wealth-management team or are a sole practitioner should not be the determining factor in deciding if you should target the affluent.

In the past dozen years, spurred by the Prudent Investor Act and other major new trust laws, families with substantial trust assets (typically $100 million and more) have turned in growing numbers 1to organizing and chartering state trust...

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...

Morgan Stanley fought Meow, and won. Seriously.

Two former Advest reps, William Fenwick and Timothy Fisher, have filed a class-action lawsuit against Merrill Lynch and Advest

Most registered reps compare themselves to professionals, such as doctors and lawyers. But, in fact, it seems that, financial advisors may be held to the same labor law standards as an hourly employee

Advisors need to be fearless if they want to sign up affluent clients