Estate Planning

This issue is becoming increasingly important. The American Bar Association and American Psychological Association have a handbook to educate you on the topic

In the past few months, we've witnessed political and economic events that are unprecedented in recent memory. The debt crisis and ensuing investment market fluctuations, record low interest rates that we've been assured are unlikely to...

Until just a few years ago, an estate executor on the hunt for important documents might find them in a filing cabinet at a decedent's home or in a safety deposit box at a bank. But now, with powerful computers and easy access to the Internet, a...

Once upon a time, estate planners focused almost exclusively on the federal tax implications of their planning for clients. State1 death taxes, which were simple by comparison, didn't merit similar concern. In the past decade, however, tax law...

Perhaps it's a matter of managing expectations and responsibilities between attorneys and clients about who will have the ongoing responsibility to ensure that various technical requirements and administrative details of an estate-planning...

The fiduciary exception may be falling out of favor

S&P’s downgrade isn’t the problem, say wealth management and family office executives; it’s worse than that. The problem is the nations’ underlying structure of political, economic and fiscal problems—they are a legitimate cause for long-term...