Lori Sackler, Senior VP/ Senior Investment Management Consultant, Morgan Stanley Wealth Management sits with WealthManagement.com to discuss clients and money.
An elusive concept, subject to changing interpretations
IRS approves NING using a lifetime special power of appointment with a health, education, maintenance and support standard
Residency there provides tax benefits for high-net-worth individuals
Ninth Circuit imposes a heavy burden on those who rely on an expert’s guidance on when to file an estate tax return
What beneficiaries and their advisors can learn from Julia Child
Barry A. Nelson addresses the wild variance in how individual states handle the issue of protecting trust funds from claims for alimony or child support.
