Estate Planning News
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42 min ago | Forbes.com
I'm an associate editor at Forbes, reporting on personal finance from my outpost in a Modernist house in New Canaan, Conn.
Debbie Taylor, principal of Taylor Financial Group, a Franklin Lakes-based independent wealth management firm, provides the following information.
Large age gaps between spouses can present unique estate planning issues. The recent coverage of actress Lauren Bacall's death has highlighted her marriage to Humphrey Bogart, who was twenty-five years her senior.
For many, it will be the biggest chunk of money they will ever see, and that makes the consequences of doing the wrong thing huge.
During the last nine months, Hilliard Lyons has added 11 employees to its trust operations in Louisville, bringing the total employee count to 48, which includes nine employees in its wealth and family segment.
The annual federal gift tax exclusion per person remains at $14,000 in 2014. However, the more significant applicable exclusion available during lifetime or at death or a combination of both has been increased to $5,340,000.
Top Planning Concerns for UHNW Clients Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group.
Kirby L. Crow recently published a comment entitled, Oh Deer: The Public Trust Doctrine and Issues Regarding Estate Planning for the Cervid Breeding Industry , Estate Planning and Community Property Law Journal, Vol.
The company operates through Investment Banking, Wealth Management, Venture Capital, and Retail Services sectors.
A Will Has Surfaced: Sheila von Wiese-Mack's will was filed in Cook County last week by her Oak Park attorney, Lance Taylor.
I write for a world filled with confusion and self-interest. If you agree that people search for simple, straight-forward and unbiased analysis follow along as we "Make Cents" of topics ranging from the economy , the world of investing, and financial planning .
Q. I am a very healthy 86-year-old living alone in a large condo worth about $200,000.
In his current role, Michael is responsible for growing and managing the Bank's wealth management business through relationships with the legal and accounting community in Northern New Jersey providing clients with wealth, lending and deposit solutions.
Lately, there has been a lot of press about "robo-advisors," but before discussing who may be a good candidate for these types of services, let's define what a robo-advisor is.
Sometimes, one of the partners constructing a prenuptial agreement is a business owner.
Summary: The law firm of Arnstein & Lehr has added Kristin G. Bagull to their office in Chicago as a partner in the Estate Planning practice.
I write about investment strategies. My philosophy is that it is hard, but not impossible, to beat the market, and that it is easy, and imperative, to save on taxes and money management costs.
Updated: Thu Aug 28, 2014 06:19 am
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