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Wealth Planning

See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
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401(k) Plans Need You
401(k) Plans Need You
Nov 01, 2009
In the past, the defined contribution plan business was generally regarded as too much work for too little pay. But times have changed.
The Age of Uncertainty
The Age of Uncertainty
Nov 01, 2009
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?
What Estate Tax Reform?
Oct 28, 2009
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
Charities Roll Snake Eyes
Oct 28, 2009
The heirs won—eventually. But a case out of New York reminds lawyers everywhere of the importance of tax apportionment in estate planning
Fidelity Expands International, Forex Investment Options
Oct 22, 2009
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...
Bank of America Sells First Republic Bank
Oct 21, 2009
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.
Tax Law Update
Oct 21, 2009
It may be the attorney’s fault. . . but you’re still liable
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