As a peer review journal, Trusts & Estates relies on its editorial advisory board to help screen articles. In addition to authoring pieces, the board provides valuable behind-the-scenes work to make sure that T & E ...
The April 1 deadline only applies to the year after clients turn 70 ½....
Are you encountering clients thinking of retiring abroad? It’s a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent to 542,451 between 2006 and 2012...
David Trainer, CEO of New Constructs, explains why Aspen deserves better than the offer from Endurance Specialty Holdings.
Sales of immediate annuities hit a record $8.3 billion last year, compared with an average of less than $3 billion annually over the last 20 years...
