Estate Planning

This year advertisers paid a total of $377 million, nearly $5 million for each 30-second slot during Sunday’s Super Bowl game, up from the $4.5 million paid last year. Like in years past, consumer brands like Snickers, Doritos and Budweiser m...

A transformation unfolds before our eyes

Still worrying. | Copyright Mario Tama, Getty Images Seven years after the financial crisis, investors are still skittish even though they concede the recovery has gone well. In a recent survey of over 2,600 affluent and high net worth inv...

Slayer statutes are continuously evolving when it comes to whether a murderer’s relative can inherit from the victim’s estate

The consequences of a mistake can be severe

Addressing these issues at the outset can prevent future litigation 

Strict laws providing for a presumption of fraud or undue influence may cause unintended consequences

Betterment CEO Jon Stein. Betterment for Business, the automated investing service’s foray into the 401(k) market, officially went live Wednesday with a group of 50 plan sponsors and participants. Boxed, a wholesale shopping app that signe...

Clients generally have several key desires regarding their trust planning. These desires, prioritized differently by each client, are: some form of governance structure for the family trusts; privacy; control and flexibility regarding trust...