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Among the most ubiquitous challenges confronting estate-planning lawyers are those that arise out of joint representations and the obligations of the lawyer to each of the parties represented. Such challenges frequently involve conflicts of...
In recent years, the term “blended gift” has increasingly been used to refer to various ways individuals can make significant charitable gifts. I first used this term at a philanthropic gift planning conference in 1995.1  ...
(Bloomberg) -- American women live longer than men, but they may have a hard time enjoying those few extra years if they don’t start putting aside more money...
Peter Deutsch hit it big bringing affordable Australian wine to the U.S. Then he poured a fortune into a troubled Chinese stock. And when his brokerage stood in his way, he fought back.