Facebook
Instagram
Linkedin
Twitter
Money
Alternatives
College Planning
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Longevity
Caregiving
Health
Lifestyle
Real Estate
Work
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Toolbox
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
MassMutual Strategic Distributors
RBC Wealth Management
Search
Linkedin
Twitter
Facebook
Instagram
Money
Alternatives
College Planning
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Longevity
Caregiving
Health
Lifestyle
Real Estate
Work
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Toolbox
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
MassMutual Strategic Distributors
RBC Wealth Management
Search
Money
Alternatives
College Planning
Equities
ESG
ETFs
Fixed Income
Retirement Plans
Taxes
Longevity
Caregiving
Health
Lifestyle
Real Estate
Work
Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
Toolbox
Marketing
Technology
Female Clients
Videos
Insight Centers
Commonwealth Financial Network
MassMutual Strategic Distributors
RBC Wealth Management
Search
Estate Planning
5 Steps to Safeguard Your Client’s Estate
An estate-planning attorney discusses how to avoid probate, reduce taxes and protect assets from nursing homes.
Family of Beach Boys Founder Asks for Conservatorship
The family of Brian Wilson, the musical architect whose genius helped power the Beach Boys, is seeking to place him under a conservatorship.
Can Medicaid Take a Healthy Spouse Hostage?
Selling the family home may not be an option if the sick spouse requires long-term care — unless the couple plans correctly. (By Cathy Sikorski)
George Carlin’s Estate Sues Podcasters Over AI Episode
The lawsuit says the podcast makers infringed on the estate’s copyrights by training an AI algorithm on five decades of Carlin’s works.
Former Switchboard Operator Donates $1.7 Million to the Arts
An opera aficionado, she lived in a rent-controlled apartment and made plans to give away the money to cultural groups upon her death.
Estate Planning: What ‘Real People’ Want to Know
Here are three questions that families have recently asked me about estate planning – and how to answer them.
Wealth Manager Adds Estate Planning Specialist
The Chicago-based firm's hire follows a trend of advisory firms expanding their services beyond investment management.
Siblings Fight Over Estate of Mother Whose Land Yielded a T. Rex Skeleton
The mother got $8 million for a fossilized skeleton of a Tyrannosaurus rex named Sue found on her property.
Aretha Franklin’s Sons Awarded Late Singer’s Real Estate
They now own the late singer's real estate after a judge ruled that a handwritten will found hidden in her sofa was the correct document.
Is Your Client’s Living Trust Protecting Their Assets?
When trusts fail to accomplish their grantor’s goals, it’s often because they’re not properly funded — a problem you can help alleviate. (By Seth Bier)
Latest News
See all >>
SEC Charges Investment Advisors for Overstating Use of AI
The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.
JPMorgan Fined $348 Million for Lapses in Trade Monitoring
The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.
Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why
It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.
Judge: Minority-Business Agency Can’t Consider Race
A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.
IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense
Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.
Annuities Continue March Upward
Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.
Financial Discipline Among Americans Sliding, Study Shows
People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.