Advisor to Client

How to make a power of attorney ironclad Fallback Image Decorative pattern

Financial Planning

How to make a power of attorney ironclad

To avoid challenges to your Power of Attorney, watch for these problems.

By James Dolan |March 25, 2015

3 min read

How to deal with a cross-border estate Fallback Image Decorative pattern

Tax

How to deal with a cross-border estate

Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S.-domiciled estate.

By James Dolan |March 23, 2015

3 min read

Case study: New portfolio for high-earning spouses-to-be Fallback Image Decorative pattern

Investing

Case study: New portfolio for high-earning spouses-to-be

Mauricio Robustelli, 33, and Bev McPhee, 32,* just got engaged and plan to marry in a year. Both are high earners and want to overhaul their portfolios, one of which is with a robo-advisor.

By Dean DiSpalatro |March 22, 2015

4 min read

Interest rates and REITs Fallback Image Decorative pattern

Investing

Interest rates and REITs

May 2013 marked a key moment in time for REIT investors. The U.S. Federal Reserve started to talk about tapering its bond purchases.

By Michael Missaghie |March 14, 2015

4 min read