With the Wachovia purchase of A.G. Edwards (for $6.8 billion) in the fourth quarter, it’s not just A.G. Edwards reps (some of whom fear that the AGE corporate culture will change) who are worried. So are acquired firm’s branch managers...

Most trusts-and-estates practices are devoted to the Windows operating system and related networking. The recent popularity of Apple products, however, may make you wonder whether Apple's Mac might offer some superior capabilities in a trusts-and...

Trusts-and-estates practitioners have a continual need to explain how various planning techniques work. This is hard to do with words alone. Visual representations can greatly enhance your ability to communicate with clients and groups. But even...

Advisors have an aptitude for anticipating market direction

Sure running your own RIA or independent company has its drawbacks. But you can make more money

The December 2006 Trusts & Estates article -- Patenting Tax Strategies by Mary Lee Turk in the Chicago office of McDermott, Will and Emery -- fueled my interest in this hot topic. The piece discusses recent cases on the patenting of tax...