While Congress is preoccupied with other matters, legislation reforming estate taxes remaind stalled. What should advisors be discussing with their high-net-worth clients to alleviate some of the uncertainty?
Don’t bet on any. Congress just might do nothing and send us back to the 2001 scenario—permanently. Advisors should consider taking immediate action to plan properly for that, and other possible scenarios
The heirs won—eventually. But a case out of New York reminds lawyers everywhere of the importance of tax apportionment in estate planning
Fidelity announced a new and improved online trading platform today, significantly expanding its international and foreign currency investment capabilities for financial advisors, broker-dealers and retail investors. With U.S. long-term growth...
In its effort to raise capital and shed some of its non-core business units, Bank of America is selling First Republic Bank just two years after Merrill Lynch purchased the San Francisco-based private banking and wealth-management firm.
It may be the attorney’s fault. . . but you’re still liable
Ninth Circuit rules on posthumously conceived children's rights to Social Security benefits. Two decisions provide lessons for us all
