Betterment CEO Jon Stein. Betterment for Business, the automated investing service’s foray into the 401(k) market, officially went live Wednesday with a group of 50 plan sponsors and participants. Boxed, a wholesale shopping app that signe...

Clients generally have several key desires regarding their trust planning. These desires, prioritized differently by each client, are: some form of governance structure for the family trusts; privacy; control and flexibility regarding trust...

Richard C. Ausness, Associate Dean for Faculty Research and Everett Metcalf, Jr. Professor of Law, University of Kentucky College of Law, Lexington, Ky.

Brian Galle, Professor of Law at the Georgetown University Law Center, Washington, D.C.

Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law at Texas Tech University School of Law, Lubbock, Texas

John A. Miller, Weldon Schimke Distinguished Professor of Law at University of Idaho College of Law in Moscow, Idaho

Bring clients into alignment with the benefactor’s original intent

Defining the “right” inheritance through a four-step process

A fiduciary duty case study

How to prepare heirs for what’s coming