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What does the dealer earn in the sale of municipal bonds? Why is the transaction cost never listed when prices for bonds are quoted? Are individual dealers able to set their own prices for the bonds they offer? How much of a cut do they usually take?

Market volatility and minuscule margin for error force Cowley from long-only investments; thrill is gone

Having an estate plan in place is all well and good, notwithstanding one particular caveat: choosing the wrong fiduciary can be a recipe for disaster.

What’s behind this trend? Here are four reasons corporate fiduciaries are shying away from administering special needs trusts.

It is natural for individuals to want to help their friends and family members in times of need, and doing so can be a healthy way to nurture those important relationships. However, establishing realistic boundaries is also important in healthy relationships.

“Probate Code Sections for Successor Trustees” Presentation by Trevor Murphy & Peter Kote for the fall 2020 workshop series

“things to do when a person dies” – 39 point Checklist

2020: ASK First Form filled out by Trevor Murphy

Although the SECURE Act made significant changes to the required minimum distribution rules, those related to trusts as designated beneficiaries remain the same.

Naming beneficiaries should be the easiest task when it comes to estate planning, right? Many people get this basic task all wrong, much to the joy of ex-spouses, the IRS, and tabloids angling for a nasty inheritance scoop.