Estate Planning

A detailed look at three alternative account designations where assets are transferred outside of a will or a trust.

A working guide for T&E litigators

Helping clients face the facts of growing older.

Massachusetts Appeals Court orders husband to pay 60 percent of his share to ex-wife

Risk vs. reward

Someone had to be first. Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer NextShares, the actively managed funds that look like exchange-traded funds, directly to individual invest...

Build a better relationship with your clients and their descendants

That's one idea. | Copyright Max Whittaker, Getty Images Many of the investment innovations cooked up for big institutional players (think pensions, endowments, insurance companies) eventually roll down to the retail channel; consider liab...

Better and more efficient planning for clients