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Whenever small investors have been pitched a financial product that promised to enrich them with little effort or expense, historically the smart response has been to turn and run.

A giving strategy is needed for donor-advised funds

When to Use a Life Insurance Trust, Benefits of an ILIT, How Does the ILIT Work?

Three important reasons why investors should be working with a fiduciary

Holding advisors to a fiduciary standard is in the best interest of investors.

Naming beneficiaries should be the easiest task when it comes to estate planning, right? If only.

Do-it-yourself estate planning can be dangerous if you don’t know about potential traps.

Let’s call it a guide to decoding lobbyist jargon.

Newly empowered Republicans in Washington are not retreating from their battle to overturn a new regulation that protects retirement savers from conflicted investment advice. But for the public, the battle is winding down – and the regulators are winning.

The A-B trust strategy has long been a staple of planners to help minimize their clients’ estate taxes. However, a significant complication of this approach occurs when the only, or primary, asset available to fund the trust is a retirement account such as an IRA.