Irrevocable trusts shouldn’t be left to languish as the years go by. In this issue, we’ll show you why and how an old or out-of-date irrevocable trust can be modified to benefit you, your clients, their spouses, or other beneficiaries. And, of...
It's OK, Charles Schwab Corp. and BlackRock Inc.: Robo-advisers won't be taking away your high-net-worth clients...
The stretch IRA is under siege...