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 In this issue, we’ll show you why and how an old or out-of-date irrevocable trust can be modified to benefit you, your clients, their spouses, or other beneficiaries.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...
Clients can be sketchy, too.
Regulators often go after firms and advisors for fraud, but what about clients who conduct shady business? On Thursday, the Securities and Exchange Commission charged Massachusetts resident Nathaniel D. Ponn w...
Senator Elizabeth Warren, a Massachusetts Democrat who advocates for strong financial regulation, asked U.S. securities regulators on Thursday to investigate comments made by major insurance companies about a forthcoming federal rule on retirement...
Turn a portfolio’s lemons into lemonade.
