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Headaches For Same Sex Couples
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Same-sex couples can get married in five states and the District of Columbia—and in New York starting July 25. But the happily-ever-after part doesn’t necessarily extend to their personal finances.
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Estate Planning Lessons From James Gandolfini
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The latest celebrity to demonstrate the importance of estate planning is “Sopranos” star James Gandolfini, who died last month in Rome at age 51.
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Dynasty Trusts Under Attack
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It’s official: A type of trust used by the wealthy to shelter assets from estate taxes for hundreds of years, or even forever, is under fire.
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Caring For Parents Can Cost Children
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Why inheritance is negative.
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Amy Winehouse's Financial Legacy
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Amid the sad story of Amy Winehouse’s death came one positive note of inspiration for her heartbroken fans.
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18 Recommendations For Minimizing Inheritance Conflict
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You worked hard to build your nest egg. You saved, invested wisely and were careful to manage the myriad of risks that threatened your life’s savings.
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10 Things Your Parents Wont Tell You
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Good News: Mom And Dad Are Loaded – Bad News: They Love Your Brother Best.
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8 Big Estate Battles Of The Rich And Famous
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Nothing sets friends and family at each other’s’ throats more than an old fashioned fight over money. Make it a dispute over a will and the fun really begins.
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The Five Biggest Ways To Bungle A Trust
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It’s easy for trustees to botch their roles. Here’s how to avoid the common pitfalls.
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What You Need To Know About Trust Protectors
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What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust Protectors.
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