Today, the estate planner needs to master two new protocols that didn’t exist three decades ago, when I started my law practice. In 1984, even with a Jules Verne-like imagination, it would have been hard to conjecture about these two new...
The Protecting Americans from Tax Hikes Act of 2015 (PATH) represented the successful culmination of efforts to make permanent the provision that allows individuals over age 70½ to make tax-free distributions to qualified charities from a traditi...
(Bloomberg) -- Millions of retirees still live off traditional pensions. Checks from a former employer arrive, and the retirees use them, along with Social Security, to buy groceries and pay rent. They might have investments, but those can be...
(Bloomberg) -- U.S. college endowments are poised to take the worst slide in performance since the 2009 recession...