Financial advisors have too many small accounts, data aggregator PriceMetrix says. More than half of the households in the 15,000 books of business it surveyed had assets of less than $100,000. One problem that emerged from the trend, according to...
A freeze transaction is an estate-planning technique that uses the interplay of the differing financial and valuation characteristics of preferred equity and common equity securities to transfer assets from one generation to another while...
For estate tax purposes, Internal Revenue Code Section 2036(a) includes in a decedent's gross estate the value of certain property transferred during life.1 IRC Section 2036 generally applies when a taxpayer retains rights to the property...
During the past 10 years, worldwide capital markets have undergone structural transformations that have fundamentally changed the manner in which exchanges, brokers, dealers and investors conduct transactions in publicly traded securities. New...
College savings plans are useful, but other moves might be more important or effective.
Your clients can strike gold by seeking aid from the country's private colleges directly. Some dole out merit awards worth up to half of tuition.
