In the transaction-oriented world of financial services, you can line your walls with articles, books, and CDs teaching you everything you need to know about investing money, reducing taxes, and ensuring suitable cash flow. That is essential...
Three crucial areas to discuss with your clients
For the typical married couple, the costs of long-term care (LTC) for just one spouse can easily consume a lifetime of accumulated assets...
(Bloomberg) -- Holding the key to the sale of America’s second-biggest candy company is a scandal-scarred, $12 billion charity that all but owns Hershey, Pennsylvania...
Questions for the industry and our clients
Reminders on consistent basis reporting, new estate tax exemption value and treatment of same-sex couples included
(Bloomberg) -- As an e-vite it's a guaranteed loser: It's summer! Come talk about the financial and long-term caregiving needs and eventual death of your parents...
Timely and accurate estate planning may protect clients from double taxation
Clients in states with elder abuse laws may be pressured into signing
Clients should consider updating their estate plans to reflect new law
