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Estate planners have new opportunities to save taxes for their clients using deathbed planning techniques in states that have decoupled their estate taxes from the federal estate tax. Before the Economic Growth and Tax Relief Reconciliation Act of...
The same behavior that made “small” business owners wealthy—a yen for risk, strong self-confidence—are NOT the same ones that will keep them wealthy in retirement
Medicare may be the last resort, but you still need to know how it works, and get familiar with private insurance options as well as less traditional strategies for payment.
Trusts & Estates is pleased to announce the formation of a new editorial advisory board committee on valuations. We are honored to have these experts to serve: Radd L. Riebe (chair) Riebe is a managing director in the Valuation & Financial...
If you provide estate-planning services to wealthy aging clients, there’s one detail you might not want to overlook—because many of your clients probably have. Although most wealthy Americans plan to leave their money to their children...
A good salesman doesn’t always make a good financial advisor. And some clients are finding that out the hard way. A survey published by The Paladin Registry, a for-profit company that offers consumers free access to a Web-based database of...