Estate Planning

This asset class can add expected returns with limited stock market exposure

What’s the role of bonds in a portfolio?

Can traditional strategies still meet both short-term and long-term goals?

Coming soon to a trust near you

What’s the right level for a portfolio’s liquidity needs?

When does the term include a same-sex partner?

• No equitable tolling of statutory period of limitations for tax refund suits—In Davis v. U.S., 110 A.F.T.R.2d 2012-5027 (June 28, 2012), the executor of the estate of Anthony Walker Smith sued for a refund of income taxes the estate...

Parties to a marriage may no longer face uncertainty when they move from one state to another

Richard A. Behrendt, Director of Estate Planning, Robert W. Baird & Co., explains the unprecedented opportunity for HNW families to transfer wealth with minimum tax consequences.

Court of Appeals rejects Knox on fiduciary investing decisions