by Caren Chesler
In tough economic times, some clients are wondering if they could tap those untouchable trusts. Probably not a good idea.
by Allen Hamm
Big improvements have come to long-term care insurance, but some policies still contain unacceptable restrictions for accessing benefits.
Donor-Advised Charitable Giving Grows
Despite the economy, grants to charities through some of the largest donor-advised funds are up...
by James Sprout
Family fiduciary contracts can help ensure that a trustee does what a family expects.
by Joseph J. Cohen
You can help your clients by showing them how much charitable giving is within their means.
Dow Jones Licenses Korean Fund
Dow Jones Indexes is licensing Dow Jones Brazil Titans 20 ADR Index to Samsung Investments, a Korean investment...
by Kenneth P. Brier
Tax policy will likely change, no matter who takes the White House.
by Tracey Longo
Trust expertise is helping some advisors win high-net-worth clients.
by
Karen DeMasters
Community foundations can make it easier for advisors to help a client screen charities and achieve philanthropic goals.
by
Eric Rasmussen
Sometimes, it's not fair to be equitable, especially when leaving an estate to your kids.
by Roy Diliberto
Reducing the tax disadvantages of investing in mutual funds.
by Bruce W. Fraser
What you need to know when considering variable universal life policies for your clients.
by Caren Chesler
Men and women who have lost a spouse may present advisors with
different challenges.
by
Karen DeMasters
First Genesis has carved out a niche and become one of the largest firms in the country serving African-Americans.
by Gail Liberman
Advisors must be careful that they don't exceed their authority when
making changes or releasing funds.
by
Eric Rasmussen
People are giving to charity everything from cars to shares in pro
football teams.
by Eric L. Reiner
These estate-planning strategies may help your clients pass as much as possible to their heirs.
by Gail Liberman
But state laws vary, and many agreements haven't been tested in court.
LTC Web Site Serves Advisors
A new online resource center provides financial planners and investment advisors with information and generic marketing...
