It's the caliber of the student who gets into an Ivy League college, more than the academics or connections she makes, that is the better indicator of future success.
Passing ownership of the house to kids to shield it from being tapped for nursing home expenses is not always a good idea. Here's why, and some alternatives.
Surviving spouses of decedents who died in 2010 must consider various factors to determine the more favorable outcome
Now's a good time to determine whether it should be treasured, tweaked or tossed
For some wealthy clients, there's a two-year golden opportunity to maximize enhanced funding strategies and leverage the death benefit. Don't miss out
Executors of estates of decedents dying last year have a choice: Pay the retroactive estate tax and get a date-of-death basis or opt out and into modified carryover basis. It's not a decision for the faint of heart
Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International’s latest tracking survey.
Recent New York cases highlight the perils of asset concentration
It’s time to come in from the cold