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In a revolutionary step forward, Raymond James Financial and Commonwealth Financial are putting the “social” back into social media—they will begin allowing their advisors to interact with and engage in conversations with others...
After months at the negotiating table with clients who filed arbitration and class action claims against the firm, Securities America is one step closer to getting the OK on a $150 million settlement. Friday, Judge W. Royal Furgeson Jr. of U.S...
The Kentucky Derby has been called the fastest two minutes in sports. But after the thoroughbreds thunder past the finish line at Churchill Downs during the 137th running of the storied race on May 7, another competition will begin to gather speed...
Tax Court holds residence isn't includible in decedent's estate under Internal Revenue Code Section 2036 In Estate of Riese, T.C. Memo 2011-60 (March 15, 2011), Sylvia Riese of Kings Point, N.Y., inherited her husband's fortune, which he had...
Tax Court holds residence isn't includible in decedent's estate under Internal Revenue Code Section 2036 In Estate of Riese, T.C. Memo 2011-60 (March 15, 2011), Sylvia Riese of Kings Point, N.Y., inherited her husband's fortune, which he had...
The dust is slowly settling after the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act). Estate planners are beginning to carefully consider a number of opportunities that allow...
A great deal has been written in the last decade about trust-owned life insurance (TOLI) and the responsibilities and obligations of trustees/fiduciaries of irrevocable life insurance trusts (ILITs). Although descriptions of a TOLI may be...
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act) creates significantly more multi-generational trust planning opportunities. The 2010 Tax Act increases the gift, estate and generation skipping...
In 2008, the generation had just begun to enter retirement when the great recession intervened, postponing plans for many, shattering dreams for some and suspending dialogue on a host of issues unique to wealth management and transfer for this...
The passage of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Relief Act) has opened an unexpected window of opportunity for the tax-exempt transfer of significantly more wealth to the next...