Estate planning

With the tax deadline approaching, investors are deciding whether to convert from a traditional IRA to a Roth IRA. But before they do, advisors have one more conversion strategy: the “charitable offset” strategy.

With no estate tax, everything could go to the kids.

Eichelberger hired as trusts and estates partner at Fulbright & Jaworski

Where there's a will, there's a way to change it ... at the last minutes.

Proposed legislation by the Securities and Exchange Commission to have single family offices register as investment advisors is part of the financial regulatory reform negotiations currently being debated in the Senate.

All-time low interest rates and tight credit could make the family bank the lender of choice for the wealthy.

Mission statements are meant to develop a purpose for family wealth that all members can support.

Over the past decade, the firm's mission has remained the same: to help women build confidence and an open dialogue around financial responsibility and knowledge.

When people are afraid, they cut back on discretionary expenses, which is how most people view estate-planning services, one expert said.

The repeal of the federal estate tax has left planners trying to provide band aids to help their clients navigate some ambiguous terrain.

Some analysts said that its latest deal for a unit of PNC is clearly a defensive move to box out Northern Trust Corp. from becoming a top competitor in asset servicing.

Despite the trend over the past three years at many large money managers to divest and focus on core businesses, Invesco Ltd. retained its trust unit, Atlantic Trust. And the decision continues to pay handsome dividends.

Some of these trusts are goal-based and some are dollar-based.

The repeal of the tax has set up an interesting social experiment.

Tax-time loans, already an embattled product, now face even more regulatory scrutiny — and not just from the traditional banking agencies.