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Don't take this the wrong way, but brokers wirehouse reps in particular tend to be a worried lot, regularly complaining about their firms even in the best of times. Indeed, they seem to be more prone to conspiracy theories than the general public...
Why consider looking for forms on the Web? There are numerous websites with trusts-and estates-related drafting forms and drafting advice, both for free and for a fee. You should, of course, shop for such forms with the same care you apply to...
Every episode of the original Star Trek television series began with a voiceover explaining that the featured starship’s mission was to “boldly go where no man has gone before.” Now Christie’s has helped collectors to do the same (sort of) by...
The World Wide Web offers some excellent resources for calculating and presenting the financial and tax implications of charitable giving. These tools serve a valuable function -- they help potential donors devise financial plans aligned with...