Financial planning

No, it can’t be. Has the 15-year saga started by Anna Nicole Smith, as she tried to get money from the estate of her deceased husband, really come to an end?

Clients who serve as trustee of an insurance trust may get more than they bargained for if the life policy is not performing.

A new chapter of estate planning begins after a client passes on.

Financial Planning’s 2011 ranking of the biggest independent broker-dealers

Even multi-millionaires lose sleep over whether their homes will retain their value and whether they can retire.

Agreements, deeds and leases are not core estate planning tools, but may have unexpected opportunities or traps.

I hate mixed messages but it seems there is finally some good news on the employment front. According to the Department of Labor this morning, non-farm payroll employment added 244,000 jobs in April, with the private sector seeing job growth of 268,000. While that figure exceeded expectations, the unemployment rate rose to 9%. Some experts explained that increase to the people who weren’t looking for jobs now resuming their job-hunt. …

Adding a care manager to your estate planning team can benefit both you and your client.

Under the new tax law, married couples have a $10 million estate-tax exclusion-no planning necessary.