To paraphrase Isaac Newton, “A 401(k) account at rest tends to stay at rest.” For example, a 30-year-old plan participant might be 100 percent invested in the plan’s money market fund because that’s what she chose when she...
According to The Chronicle of Philanthropy, 12 of the 50 most generous donors in 2014 are from the technology industry, and a stunning number of them are under age 40. The amount contributed by tech entrepreneurs increased tenfold from 2010 to...
It’s a day your client hoped would never come. His spouse has died. His world is turned upside down, leaving him vulnerable and bereft. And as he’s dealing with his grief and loss, he will be required to make critical legal and...
While many studies signal a growing debt crisis in America, a new survey of nearly 3,000 U.S. adults indicates that Americans’ debt may not be as big a problem as you’d think. A recent GOBankingRates.com survey found that more than half of U.S...
Trust retains GST tax-exempt status even with trustee resignations, appointment of successors and proposed amendments
