Despite the possible repeal, estate planning attorneys attending their biggest professional conference said they remain optimistic about the need for their services, and see a closer working relationship with financial advisors.
Former financial advisor steals $5 million from Alanis Morissette, millennials parents get financial help from their parents and the grades are in on client websites and apps.
Insurance policies the ultra rich should look into, Advisor Group names a new head of acquisitions and Janney partners with Advicent for DOL compliance.
The pop singer's estate is racing to make the most money it can from his catalog of about 1,000 songs.
Comerica Bank & Trust has been chosen as the chief overseer as Prince's estate.
Among the chief goals of succession planning is providing continuity of management and minimizing the tax costs of transferring property interests to new generations.
