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Wealth Planning

Estate Planning

See our estate planning checklist for managing a person’s estate following their passing or incapacitation.

T & E Attends Notre Dame Tax and Estate Planning Institute
Sep 22, 2015
On Sept. 17 and 18, editors from Trusts & Estates attended the 41st Notre Dame Tax Planning and Estate Planning Institute in South Bend, Ind. Some of our editorial advisory board members participated in a panel on "Practical Advise for...
Pope vs. Wall Street?
Pope vs. Wall Street?
Sep 21, 2015
Savage capitalism? | Copyright Franco Origlia, Getty Images Pope Francis is expected to visit New York next week, the very heart of the financial world and home to Wall Street financial services firms. But even though the Pope has repeated...
Social Advisors
Social Advisors
Sep 17, 2015
Putnam Investment's 2015 Financial Advisors and Social Media Survey from Putnam Investments More advisors are starting to see the value of using social media. According to a recent survey of over 800 advisors by Putnam Investments, 81 p...
Think Outside the Will
Think Outside the Will
Sep 11, 2015
A detailed look at three alternative account designations where assets are transferred outside of a will or a trust.
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