Five Estate Planning Moves Advisors Should Consider

Nov 30, 2015

You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road. Photo: Comstock/Stockbyte/Thinkstock

Co-Op Boards Can Haunt an Estate

Nov 30, 2015

How to handle an estate’s interest in a cooperative apartment is a surprisingly common problem that’s generally under-discussed...

Thank Advisors for Goldman’s New ETFs

Nov 30, 2015

Don't Miss Out on These Year-End Tax Planning Strategies

Nov 30, 2015

Now is the perfect time to discuss the following tax-saving opportunities with clients

Medicare Changes Coming Up

Nov 26, 2015

Medicare’s premiums and out-of-pocket costs will jump over the next several years, impacting client retirement plans.

Income Tax Refunds Constitute Property

Nov 25, 2015

The value of overpayments is includible in a decedent’s gross estate

Rich Men Make More When They're Married

Nov 25, 2015

For richer for sure. | armari36/iStock/Thinkstock While high-earning men don’t make more money around the time they marry, their earnings grow throughout the lifetime of the marriage, according to research by Jonathan Marc Bearak, who got ...