Estate planning

Investors and advisors are concerned about IRAs and Ed Slott provides the answers.

If your clients want to know the best way to buy gold, the answer may depend on whether they are acting as collectors or investors.

A popular axiom – referred to as Occam’s razor - holds that we should tend towards simpler approaches until we must trade simplicity for increased explanatory power. For estate trustees and beneficiaries considering tax strategies in the disposition of 2010 estate assets, this principle is a sound guideline.

Kevin Batterton will run business development and portfolio management

National Advisors Trust launched a program on Monday to put a dedicated trust officer in registered investment advisor offices in order to create opportunities for more long-term trust business with high net worth clients.

Hershey Trust announced Tuesday that Bryn Mawr Trust will buy its private wealth group.

High-net-worth families can leverage the $5 million exemption.

Looking at the most probable future reduces uncertainties to a more manageable level while not concealing risks.

Estate tax reform in 2010 was marked by significant disagreement from both the House and Senate on whether any changes should be temporary or permanent.

The possibility that there will a $1 million estate-tax exemption, plus a higher tax rate, in two years makes a compelling case for the wealthy to give money to their family now.

A dire diagnosis will drive many people into an advisor's office, whether to free up cash for treatment, finally confront the need for an estate plan or update an existing one.

What you don't know could negatively affect your clients' benefits.

New state laws pave the way for improved strategies and solutions in trust management.

The key to handling complex issues associated with succession and estate planning is remaining impartial.

It wants to double its assets under management, currently about $6 billion, over the next five years, according to Wietlisbach. Haverford is seeking to bolster its name recognition beyond the Philadelphia area through an advertising campaign and event sponsorship in cities such as Chicago, Boston, Dallas and Los Angeles.

The unit of U.K.-based Barclays plc, opened a national U.S. trust company, Barclays Wealth Trustees (U.S.), NA., based in Delaware.

Glenmede Trust's office in New York has helped provide a quick asset boost in the wake of the market crash. The Philadelphia firm has added about $2 billion to its assets under management since the end of 2008, for a total of $18 billion.

The family office sector continues to experience key personnel shifts and increased consolidation.

The firm is the latest in a string of high-profile financial services firms to adopt the term, all in an effort to take excellent care of their customers and distinguish themselves from competitors.

U.S Trust hired nine senior wealth management experts to their California, Arizona and Washington operations as part of their wealth management expansion efforts.