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Madison, Wis., Feb. 27, 2008 – WealthCounsel, LLC announced today that it recently launched a web-based survey soliciting input from the nation’s estate planning attorneys on the action they believe Congress will take prior to the...
The wealth management group of Union Bank of California, N.A., has signed an agreement with Mitsubishi UFJ Trust and Banking Corporation (MUTB) to perform probate and estate settlement services of the U.S.-based assets of deceased Japanese...
William D. Samers, a nationally respected authority on charitable estate planning and an attorney, has joined UJA-Federation of New York as vice president, planned giving and endowments, announced Paul M. Kane, senior vice president, financial...
LPL Financial announced today the appointment of Christopher Poch as Executive Vice President, Wealth Management and Chief Executive Officer of The Private Trust Company effective immediately. Based in Boston, Massachusetts, Mr. Poch will report...
LPL Financial announced today the appointment of Christopher Poch as Executive Vice President, Wealth Management and Chief Executive Officer of The Private Trust Company effective immediately. Based in Boston, Massachusetts, Mr. Poch will report...
San Antonio -- "The volatility is the killer," bemoaned a frustrated Russell. "I know I should be calling my clients, but everybody is in a panic and they're calling me. I feel like I'm spending most of my time trying to talk my clients down from...
