Tips on how to steer clear of fraud and late shipments when you’re doing your holiday shopping.
What a Weaker Dollar Means to You
Travel abroad is more expensive, but your overseas investments may benefit.
Financial Planners Embrace the Fiduciary Rule
Certified financial planners aim to put you first at all times.
How Financial Firms Help to Prevent Financial Exploitation
Crackdown aimed at protecting nest eggs of clients age 65 and older.
How Tax Reform Might Affect Your Roth IRA Conversion
If converting from a traditional IRA to a Roth makes sense, do it. If tax rates drop, you can undo the conversion later.
Ferri v. Powell-Ferri: A trust decanting decision that is less than meets the eye (Part II)
The Supreme Court of Connecticut (SCC) certified three trust-decanting questions of law to the Supreme Judicial Court of Massachusetts (SJC) incident to a divorce proceeding.…
Ferri v. Powell-Ferri: A trust decanting decision that is less than meets the eye (Part II)
The Supreme Court of Connecticut (SCC) certified three trust-decanting questions of law to the Supreme Judicial Court of Massachusetts (SJC) incident to a divorce proceeding.…
Estate Tax Changes Past, Present, and Future
I. INTRODUCTION – This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts…
Estate Tax Changes Past, Present, and Future
I. INTRODUCTION – This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts…
California Expands Voluntary Disclosure Program for Out-of-State Trusts
On September 25, Governor Brown signed into law Senate Bill No. 813, which updated the California Voluntary Disclosure Program (VDP) to include out-of-state trusts with…
California Expands Voluntary Disclosure Program for Out-of-State Trusts
On September 25, Governor Brown signed into law Senate Bill No. 813, which updated the California Voluntary Disclosure Program (VDP) to include out-of-state trusts with…
Plot a Smoother Retirement Journey with a Written Income Plan
Solving the retirement puzzle can require using investments for liquidity and growth, insurance products for income and principal protection and possibly alternative investments for diversification.…
Gas Prices Have Crested
Kiplinger’s latest forecast on the direction of energy prices
7 Beaten-Down Stocks to Buy Now
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Tight Inventory Spurs Prices
Kiplinger’s latest forecast on housing starts and home sales
Final Regulations on PRIs Make for Inspirational Reading for Family Foundations
It is not often that you can find inspiration within the Treasury regulations. But if you are a family foundation looking for innovative ways of…
Final Regulations on PRIs Make for Inspirational Reading for Family Foundations
It is not often that you can find inspiration within the Treasury regulations. But if you are a family foundation looking for innovative ways of…
Avoiding Tax and Legal Missteps: 4 Takeaways
On September 20, Peterson Sullivan and Schwabe, Williamson & Wyatt partnered to host a seminar titled Avoiding Tax and Legal Missteps for the Construction Industry.…
5 Mighty Mid-Cap Stocks That Will Survive a Market Crash
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5 Tips for Getting Your Small Business Loan Approved
Rejected by the bank? Here’s how to turn a “no” into a “yes.”
At Back-to-School Time, Consider a Roth IRA for Your Child
Some of the money your child earned over the summer could grow tax-free into a nice nest egg in a Roth IRA. Here are some…
Business Investment Slowly Gains Strength
Kiplinger’s latest forecast on business equipment spending
How to Help Victims of Hurricane Maria
Puerto Rico and other Caribbean islands will be recovering for years from Hurricane Maria’s destruction. If you want to help the islands and their residents,…
When Is a Will Valid in California?
Although much wealth passes today through trusts and beneficiary designations, we occasionally handle California probate disputes that turn on the validity of wills, sometimes involving…
The 7 Best Stocks for Your Golden Years
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8 Best Buffett Stocks for Retirement
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How to Deal When a Job Offer Is Rescinded
Strategies to respond, recover and move ahead.
3 Key Goals for Building a Retirement Income Plan
Building a secure income plan — including an investing strategy and a withdrawal strategy — is easier if you identify your main objectives first.
Where There’s a Will There’s a Way?
On August 25, 2017, Maryland’s highest court, the Court of Appeals (the “Court”), visited issues arising from the statute providing for the valid execution, particularly…
Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible
As a soon-to-be college freshman many years ago, I was preoccupied with selecting roommates, finding bacteria-resistant shower shoes, and dreaming about the incredible freedom my…
5 Stocks You Should Sell Now
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How Working in Retirement Affects Social Security Benefits
A paycheck can temporarily reduce Social Security payments if you’re drawing benefits before your full retirement age.
The Solution to the Active vs. Passive Investment Management Debate Isn't Either/Or
Retirement savers can put the good points of both systems to work with “core-satellite investing.”
The Skinny on Fat Investing Costs
Do you know how much you’re paying to invest your money? Several factors are pushing prices down for consumers, so savvy retirement savers have options.
12 Ways to Generate Income in Retirement
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5 Crash-Proof ETFs to Beat Back a Bear Market
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Hurricanes Likely Affecting Sales
Kiplinger’s latest forecast on retail sales and consumer spending
Court Affirms Judgment For Estate Representative Due To A Statute-Of-Limitations Tolling Statute
In Kaptchinskie v. Estate of Kirchner, the purchasers of property sued an estate to establish that the estate’s claim under a note was extinguished by…
Staff Addresses Family Trusts With Multistate Trustees
When the Securities and Exchange Commission two years proposed amendments to Rule 147 and adoption of Rule 147A, I commented on an issue that I…
9 Ways to Protect Your Luggage on Your Next Trip
Make sure your bags don’t become part of the missing millions.
Sending a Child to College? 15 Money-Saving Tips
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Planning Your Transition Toward Retirement
As you close in on the big day, it’s time to consider how you’ll create income while dialing down stock market risk.
5 Versatile Dividend Stocks No Matter Your Age
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5 Worst College Majors for Your Career
Some fields of study can lead to low pay and limited job opportunities.
Earnings Previews: Can Nike (NKE) Regain Its Footing?
The sneaker giant reports its latest quarterly earnings on Tuesday. Plus: Earnings previews for Micron Technology, Rite Aid.
Five Ways to Ponzi-Proof Your Retirement
Even seasoned investors can fall prey to a crook, or a financial professional who just isn’t very good. So take these measures to protect yourself.
The True Cost of Gray Divorce
Typically, the longer you’ve been together, the more assets you’ve acquired, and the more expensive the process. I’ve seen couples spend $200,000 in legal fees.…
Projected Estate and Gift Tax Exemptions for 2018 – How Much Can You Transfer?
The Consumer Price Index was released by the Labor Department in August 2017. Not everyone anxiously awaits the release of these numbers but the experts…
IRS Issues Proposed Guidance on the Definition of Registered Form
On September 15, 2017, the Internal Revenue Service (IRS) issued proposed regulations (REG-125374-16) amending the definition of obligations that are in registered form to take…
Guardianship, Mental Incapacity and the Right to Vote
All U.S. citizens have a federally guaranteed right to vote, but those under guardianship (or conservatorship) may not have that right. Although things are slowly…
Making Charitable Donations From Your Retirement Accounts
You can’t give your required minimum distribution from a 401(k) to charity without triggering a tax, but you can donate your 401(k) RMD tax-free if…
The 7 Best Dow Jones Stocks to Buy Today
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Coping Advice for Family Caregivers
Former governor Martin Schreiber discusses the often overlooked needs of caregivers.
This Will Make You Rethink Your Dividend Investing Strategy
Despite the popularity of using dividend yields to choose stocks for their retirement portfolios, there’s a better indicator that investors should be looking at.
Car-veat Emptor: Tips to Control Car-Buying and Repair Costs
Navigating the world of car expenses can be confusing, but some extra legwork can really pay off.
Section 7C
Raising the red flag on low interest and interest free loans to trusts – Over the years, trusts have consistently proved to be a reliable…
Make These 5 Fixes After a Home Sale Falls Through
Tackle the setbacks in order to market that property properly.
What's the Big Deal About Health Savings Accounts?
Most people know HSAs offer a sweet tax deal, but they also offer a couple other important benefits you might not have considered.
When You Lose a Loved One Who Handles All the Money
It’s not uncommon for one person in a couple to take the lead in finances, but that can cause big problems later on.
Moderate Inflation Will Return
Kiplinger’s latest forecast on inflation
5 Emerging-Markets Funds That Are Crushing U.S. Stocks
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The Fed Forges Ahead
Kiplinger’s latest forecast on interest rates
[Webinar] Issues and Recent Developments in Art Law – October 5th, 11:00am ET
Please join Christie’s and the Locke Lord LLP Art Law Group for an overview of the art market and key legal issues….By: Locke Lord LLP
Can the Beneficiary of a Special Needs Trust Change the Trustee?
The beneficiary of a special needs trust can never control or access trust funds – that is the job of the trustee. A common fear…
How Much Will You Spend on Health Care in Retirement?
Medicare covers fewer health care expenses in retirement than many people realize, but our strategies will help you save money as you fill in the…
3 Reasons to Do Your Grocery Shopping at Lidl
Low prices aren’t the only thing you’ll find at the discount supermarket.
6 Hidden Benefits of Consulting in Retirement
There’s a lot to love about working part-time in retirement. Earning a paycheck is one obvious benefit, but there are other less-obvious reasons why it…
Durable General Powers of Attorney
Durable General Powers of Attorney (“DGPOAs”) are fundamental estate plan documents used to allow a person (the “Principal”) to appoint another person (the “Agent”) to…
8 Hidden Values in the Used Car Market
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12 Dividend Aristocrat Stocks to Earn Income All Year Long
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8 Keys to Quitting a Job Like a Professional
Craft a solid plan for before and after the deed.
5 Great Stocks and ETFs for Your Starter Portfolio
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Battling Age Bias When Job Hunting
Finding a new job later in life can present some challenges when it comes to age discrimination. Here’s how to combat them.
Seeking Secure Retirement Income? An Annuity Could Be a Good Fit
If you’re worried about outliving your savings (and who isn’t?), a lifetime of guaranteed payments could ease your mind.
Estate Tax Portability – Not So Fast My Friend
Many of you have heard of the new Federal estate tax “portability” rule that allows a surviving spouse to effectively inherit any unused federal estate…
Audit of Predeceased Spouse Permitted for Purposes of DSUE Adjustment for Surviving Spouse’s Estate
A husband died in 2012, and his estate filed a gift tax return to report a deceased spousal unused exclusion (DSUE) and elected portability. The…
Hurricanes, Displacement And The Effect On Domicile
In the span of three weeks, Hurricanes Harvey and Irma descended upon the southern United States causing mass evacuations, heroic rescues, and catastrophic damage, particularly…
Is There An Echo In Here? What You Need To Consider About Privacy Protection
An “Echo Dot” device, left, and an “Echo” device stand on display during the U.K. launch event for the Amazon.com Inc. Echo voice-controlled home assistant speaker in London, U.K., on Wednesday, Sept. 14, 2016. The Seattle-based company today announced that its Echo product line will be available in the U.K. and Germany starting in the […]
Your Financial Adviser Charges What? Understand the Value of Advice
Here’s a breakdown of how compensation for financial advice works, and what kinds of services you can expect to receive for the price you pay.
The 10 Best Dividend Funds to Buy Now
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Don't Make These 3 Pro Athlete Retirement Mistakes
Many players in the NFL and NBA famously run into trouble after retiring from the sports world. We can all learn from their mistakes.
Edith Windsor: Saying Farewell to a Brave Woman
In law school, I wrote papers on the tax consequences of death and divorce for same-sex married couples. The conclusions I drew in those academic…
Governor Christie Signs Uniform Fiduciary Access to Digital Assets Act into Law
On September 13, 2017, Governor Chris Christie signed into law New Jersey Assembly Bill A-3433, otherwise known as the Uniform Fiduciary Access to Digital Assets…
2017/2018 Estate And Gift Tax Update
Experts have started to calculate the inflation adjustments to key estate and gift exemption amounts for 2018. Note that these are not the official figures…
Helping Victims of Hurricane Irma
Irma is gone, but those who were in her path will need assistance for many months to come to rebuild their lives. Charities have set…
5 Best College Majors for Your Career
What you study can have a big impact on pay and employment prospects.
Be More Like Warren Buffett, Less Like You, When Investing Your Money
Seven time-tested investing tips retirement savers can take away from Warren Buffett.
Do I Need An Estate Plan?
• Do you care who will receive your assets upon your death? • Do you have a minor child or children and want to have…
Boomers Eye Work in Aging Market
Earn additional income in retirement by starting a business that serves your peers.
Businesses Need Asset Protection, Too
Here are several ways for family-owned and privately owned companies to place assets out of reach.
Avoid Mistakes and Penalties with the ABCs of RMDs
Required minimum distributions can be a tax minefield if you’re not prepared for them. Here are some basics anyone with a traditional IRA or 401(k)…
What the Governor’s Race Could Mean for the New Jersey Estate Tax
New Jersey is one of two states that impose both an inheritance tax and a State estate tax upon death (Maryland is the other state).…
Finally, Confirmation that Finality and Protections are Available to Trustees Under the Ohio Trust Code
Years after the initial enactment of the Ohio Trust Code and articles published in this journal the Tenth District Ohio Court of Appeals in Zook,…
Chris Lazarini Examines Unconscionability Claims in Arbitration Clause
Bass, Berry & Sims attorney Chris Lazarini examined a case in which a plaintiff filed a breach of fiduciary duty claim in federal court and…
A not so special leave – Mercanti v Mercanti [2017] HCA 1
The High Court has recently dismissed an application for special leave to appeal the Western Australian Court of Appeal’s decision in Mercanti v Mercanti [2016]…
Some Important Factors To Consider Before Creating A Special Needs Trust
A Third-Party Special Needs Trust (also referred to as a “Supplemental Needs Trust”) allows parents or other relatives of a special needs beneficiary to dedicate…
Every Day is Bitcoin Pizza Day: What Clients and Estate Planners Need to Know about Virtual Currency
The combined value of all of the 867 crypto currencies tracked by CoinMarketCap.com is presently over $161 billion. Only seven years ago, on what is…
The North Carolina Uniform Power of Attorney Act: A Practical Introduction for Real Estate Practitioners
Can we all agree that dealing with a power of attorney in North Carolina has long been, at best, a frustrating experience? Well, help is…
Court Affirms Summary Judgment In Will Contest Where There Was No Evidence Of Undue Influence
In Estate of Frye, parties filed an application to set aside an order probating a will due to an allegation of undue influence. No. 07-16-00398-CV,…
7 Ways Lidl Is Disrupting Supermarket Shopping
There’s a fresh-to-the-U.S. supermarket chain with a funny name that has some very serious plans for American shoppers. Germany-based Lidl (rhymes with needle) is a…
10 Best College Majors for a Lucrative Career
College is often considered the surest path to a lucrative career. After all, according to the U.S. Bureau of Labor Statistics, a worker with a…
Helping Women Over 50 Face Their Financial Fears
After hearing too many stories of women who had ignored their finances until they became widows, a publicist and an insurance executive decided to get…
Does Life Insurance Deserve a Place in Your Retirement Portfolio?
For many people, it could be worth looking into. But make sure you understand the pros and cons, what you’re paying and what you’re getting…
Five Key Questions To Ask When Creating Law Firm Equity Agreements
Share to email Share to facebook Share to twitter Share to linkedin Share to google Forbes Legal Council Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Doug Bend Doug Bend is the Managing Partner at Bend Law Group, PC, a law […]
Smart Financial Moves Keep the Focus on Family
Scaling back on household expenses has helped this family stay on the right financial path for more than a decade.
The Best Stock in Utah: Myriad Genetics
We analyzed publicly traded companies based in the Beehive State to identify the best stock in Utah to buy now.
The Retiree Tax Quiz
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Retirement's Biggest Risks Come after You Reach the Summit
You’ve climbed the saving mountain, but the danger is just beginning. Here’s how to trek to long-term income security.
Maximize Your Social Security Benefits With Tailored Strategies
With hundreds of filing possibilities, it pays to carefully weigh all your options and get creative about when and how to claim benefits so you…
The Top Mistakes Of Selling A Business And How To Avoid Them
Share to email Share to facebook Share to twitter Share to linkedin Share to google Forbes Legal Council Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Doug Bend Doug is the founder of Bend Law Group, PC, a law firm focused […]
10 Small Towns With Big Millionaire Populations
Just 5.5% of the households in the U.S. qualify as bona fide millionaires. That means they have investable assets of $1 million or more, excluding…
Is Text Messaging The Next Frontier In Marketing For The Legal Industry?
Chair of Stevens & Lee’s Energy, Communications and Public Utility Group and creator of The Connection College. Shutterstock Attorneys are now using SMS (short message service) to communicate with clients and prospects. Before you start thinking that lawyers are on the cusp of a cutting-edge communications style, let me remind you that SMS is also known […]
3 Luxury Goods You Can Buy on a Subscription Plan
Always wanted to drive a new Caddy? Or carry the latest handbag, or stretch out on satiny cotton sheets? New subscription plans make it easier…
Cryptocurrencies As Legitimate Asset Protection Tools
A crypto-currency transaction is transparent and decentralized, making this an effective tool for asset protection.
How the Wealthy Talk to Their Children About Money
Some children don’t want to hear about it, and others want to know more than their parents would like to divulge.
31 Best Travel Sites to Save You Money
Find the best deals online for plane tickets, hotel rooms, vacation packages and car rentals, domestic or abroad.
10 Things You Must Know About Medicare
Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out…
Wills Can Avert Family Warfare, but Have Their Own Hidden Traps
Without a clear, updated estate plan, there can be chaos after an accident or a death. Here’s how to avoid common problems.
8 Good Stocks to Buy Now for 2017
These eight stocks all offer strong growth prospects at reasonable prices, a combination that should result in solid gains. We lean toward large companies, but…
These 5 Vanguard Index Funds Are All You Need
Plus, my suggestions for using them to assemble a long-term portfolio.
The Myth Of Using Cryptocurrencies For Asset Protection
The Great Recession of the mid-2000s forced us to view economics, banking, wealth and security in new ways. The concept of asset protection, already a growing area, saw an explosion in popularity, which has given rise to an ever-evolving cat and mouse game between creditors and debtors and their respective advisors. Meanwhile, distrust in banks […]
14 Secrets to Shopping at Costco
A Costco membership opens doors, quite literally, to a vast selection of bulk-size groceries and household goods selling at discounted prices. But buying potato chips…
9 IRS Audit Red Flags for Retirees
In 2016, the Internal Revenue Service audited only 0.70% of all individual tax returns. So the odds are generally pretty low that your return will…
16 Nice-Try Tax Breaks Rejected by the IRS
Over the years, taxpayers have concocted a lot of zany arguments to justify their tax breaks. We’ve come up with what we think are the…
Kirkland Products You Should Buy at Costco
Years back, retailers got wise to the ways of store brands. You know the drill: Grocers stock their shelves with food items packaged just for…
Five Ways Lawyers Can Add Value To Their Client Relationships
Share to email Share to facebook Share to twitter Share to linkedin Share to google Forbes Legal Council Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Forbes Legal Council Experienced chief legal officers & law firm partners from Forbes Legal Council […]
Four Negotiation Tactics Leaders (And Lawyers) Can Use To Their Advantage
Share to email Share to facebook Share to twitter Share to linkedin Share to google Forbes Legal Council Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Forbes Legal Council Experienced chief legal officers & law firm partners from Forbes Legal Council […]