Estate planning

Estate Planning

How to handle other people’s money

The roles and responsibilities of trustees.

By Elaine Blades |June 14, 2013

7 min read

Estate Planning

Get help when valuing difficult assets: STEP

Valuing difficult assets during estate planning is extremely complex.

By Staff |June 12, 2013

3 min read

Estate Planning

A (smarter) happily ever after

Creating a marriage contract helps couples protect assets.

By Suzanne Sharma |June 12, 2013

6 min read

Industry

Clients don’t understand PoA for personal care: STEP

Clients may sign off even if they don't understand the document's language.

By Staff |June 10, 2013

2 min read

Estate Planning

Pass on wealth protection tips: STEP

Advisorca is live-tweeting the 15th annual STEP conference, so stay tuned for tips and updates.

By Staff |June 10, 2013

1 min read

Estate Planning

Testamentary trust legislation up for comment

Comments are now open on the Budget 2013 proposal to eliminate the tax benefits of trusts and certain estates, which are taxed at graduated rates.

By Staff |June 5, 2013

2 min read

Estate Planning

Help wealthy clients overcome 4 estate mistakes

Many affluent investors avoid the subject because it touches on uncomfortable issues, including mortality and making sure loved ones are taken care of.

By Staff |June 4, 2013

2 min read

Estate Planning

Financial planning includes death

Last week, North America’s biggest funeral company, Service Corporation, ate up Stewart Enterprises last week for $1.4-billion.

By Staff |June 3, 2013

1 min read

Estate Planning

NYC hospital wooed isolated heiress for money

Beth Israel Medical Center let copper heiress Huguette Clark live in a hospital room for 20 years while various officials campaigned her for donation dollars, says the New York Times.

By Staff |May 31, 2013

1 min read

Estate Planning

Move assets out of estates before death

Legacy: everybody has a different idea of what it looks like. But excessive taxes, legal hassles or family conflict shouldn’t be part of it.

By James Dolan |May 30, 2013

3 min read

← Previous 1 … 38 39 40 41 42 … 51 Next →