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It’s safe to say that yesterday's market surge after Fed Chairman Ben Bernanke's reassuring and uplifting prediction of an end to the recession by year-end and a recovery in 2010 is not the start of a bull market. Hardly, in fact.
It sounds redundant: Put a tax-deferred investment, like a variable annuity, inside an already tax-deferred IRA or retirement account? But the wisdom of such a move is actually subject to much debate. In fact, fifty five percent of all variable...
The curious case of Judith Patterson and the former Exxon president, whom she claims was her father, highlights the perennial problem of how to disinherit potential children born to unwed parents
Legislators in Washington have revived an old debate about the regulation of the insurance industry: Should a single federal authority replace the disjointed state-by-state system that is in place now?
File this under “Financial Planning 101.” What to do when a big client’s big bonus and severance package may be the future legal target of disgruntled employees and shareholders?
Charities may not only have been Bernard Madoff's victims but also his enablers, most probably unknowingly but some, possibly, knowingly. Mitchell Zuckoff of Fortune magazine, in an article on CNNMoney.com dated Jan. 5, 2009, Charities: The...
Despite her sole discretion over a trust, a decedent did not possess at the time of her death a general power of appointment over property in the trust. In Technical Advice Memorandum 200847015 (July 30, 2008), the decedent's husband's will...
Despite her sole discretion over a trust, a decedent did not possess at the time of her death a general power of appointment over property in the trust. In Technical Advice Memorandum 200847015 (July 30, 2008), the decedent's husband's will...