An attorney, trapped by his own greed, exerts undue influence to become the beneficiary of his client’s estate plans

The financial crisis left some serious emotional scarring on the ultra rich. In fact, they trust the government less since the downturn, and believe the U.S. and global economies will continue to deteriorate, according to a recent Barclays Wealth...

Asking for referrals—and getting them—can be as natural as any other part of your business m.o. But it can’t be an after-thought. It requires a well thought out, soup-to-nuts strategy, one that makes you—and your clients&...

Legislators in Congress are reportedly considering creating a kind of Roth IRA version of the estate tax. On The Money, a blog of the congressional newspaper The Hill, this week said lawmakers are considering whether to let taxpayers have the...