Richard A. Behrendt, Director of Estate Planning, Robert W. Baird & Co., explains the unprecedented opportunity for HNW families to transfer wealth with minimum tax consequences.
Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied than their parents are (see “Youth Exodus,” in last June...
Court of Appeals rejects Knox on fiduciary investing decisions
How to incorporate one into your practice
