When a trust is to be the recipient of retirement plan assets and you want it to benefit from stretch-out, you're going to need to qualify that trust as a “see-through trust.”

Inconsistent application of undue influence protection puts seniors at risk

The Department of Labor and the SEC are holding a joint hearing today in Washington to explore “issues” related to target date/lifecycle funds. Many of these funds actually underperformed the S&P 500 last year. You can watch the...

When times are good, it's easy for everyone to work well together. But when money gets tight? During the lengthy recessions of the early 1980s and mid-1970s, tensions sometimes developed between two camps: wealth advisors and fundraisers...

Times are tough. Unemployment is at its highest rate in 25 years. Homelessness is on the rise. College and graduate school tuitions continue to rise at a pace that is two to three times the rate of inflation. With the resources of federal and...

It is well-settled law in all of our states that a husband and wife can contract with one another.1 It's also well-settled that, in all states, future spouses can enter into a pre-marital contract, fixing their respective rights in separation...