Sales that occur after decedent’s death may be relevant

Donald Trump is infamous for his willingness to litigate anything and everything, so it’s little surprise that he was involved in a dispute over his father's will, nor that it ultimately took an extreme turn. But in this case, he wasn...

New actions for advisors to consider in light of these developments

Cyber criminals are paying a pittance for passwords, according to MarketWatch. Citing a recently released study by Trend Micro, MarketWatch reports that passwords for entertainment accounts with NetFlix, Hulu and Spotify go for as little as $...

Famed E.T. screenwriter Melissa Mathison passed away in November and nobody can find her will. TMZ obtained court documents, which reveal that Mathison’s business manager both confirms the existence of a will and the inability to actually loc...

Moving into the high-net-worth space is not the easiest way for a mass-affluent advisor to grow.    

 Here are some steps your clients should take for substantial donations.