Category "Wealth Management"

The Golden Rule of Estate Planning: Your Spouse Comes First

The Golden Rule of Estate Planning: Your Spouse Comes First (0)

Tens of trillions of dollars are expected to change hands in the United States over the next few decades as the swell of Baby Boomers transfer their wealth to the

Asset Protection Planning for Physicians

Asset Protection Planning for Physicians (0)

Wills, Trusts & Estates Prof Blog post by Gerry W. Beyer Asset protection planning is a technique that places one’s assets beyond the reach of future potential creditors using offshore

Women and Wealth

Women and Wealth (0)

Westport Magazine article by Carol Leonetti Dannhauser The noticeable female-focused trend in financial advice is about control and empowerment Hardly a week passes lately, it seems, without someone pitching personal

Spring Clean Your Finances With These Tips From a Financial Expert

Spring Clean Your Finances With These Tips From a Financial Expert (0)

Kansas State University It’s spring-cleaning time, when we rid our home of dust and clutter that have accumulated over the year — but what about the financial clutter? A Kansas

Don’t Put Off Writing Down Your Last Words

Don’t Put Off Writing Down Your Last Words (0)

NH Magazine article by Jeff Woodburn It’s easy to put off doing a will, but estate attorneys say don’t wait If you don’t have a will, you’re not alone. You’re

Why Paying for Financial Advice Makes Sense

Why Paying for Financial Advice Makes Sense (0)

NYT article by Ron Lieber If you are lucky to earn more money than you need each month, there was probably a time when you could have used some advice

Robo-Advisers Are Marching Into the Wealth-Management Industry

Robo-Advisers Are Marching Into the Wealth-Management Industry (0)

Business Insider article by Jonathan Marino UBS, Bank of America, and Morgan Stanley stand out in the global wealth-management industry, with each responsible for handling more than $1 trillion in

20 Questions You Should Ask Before Hiring a Wealth Manager

20 Questions You Should Ask Before Hiring a Wealth Manager (0)

San Francisco Business Times article by Julia Cooper Be prepared. It doesn’t hurt to keep the Boy Scout motto in mind before selecting a wealth manager, as the questions you

What Every Investor Needs to Know About Cost Basis

What Every Investor Needs to Know About Cost Basis (0)

Morningstar article by Deborah L. Jacobs Estate planning and other strategies to minimize capital gains tax on highly appreciated assets. Until recently, when estate planners wanted to impress their clients,

Doctor’s Estate Embroiled in Legal Battle

Doctor’s Estate Embroiled in Legal Battle (0)

The New Orleans Advocate article by Faimon A. Roberts III Whether Kacie Breen committed murder when she shot her husband Wayne, a Covington physician, twice in the early morning of

6 Factors Determine Who Gets To Be a Millionaire

6 Factors Determine Who Gets To Be a Millionaire (0)

MarketWatch article by Chuck Jaffe We all recognize “Who Wants to be a Millionaire?” as not just a popular game show, but also a ridiculous question. The obvious answer to

The Ins and Outs of Trusts That Last Forever

The Ins and Outs of Trusts That Last Forever (0)

NYT article by Paul Sullivan Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance