News & Articles

If selling your business is any part of your retirement plan, Mr. Gerber said, it is essential to know what your business is worth. And it is important to start tracking its value long before you plan to sell. As a business owner, your business and y… Read More

Most people still believe that estate planning is all about tax planning. Since the tax law now exempts most estates, they think they don’t really need an estate plan. But they do, and many people need an estate plan more than ever. A recent Invest… Read More

Not many of us could (or would) do what hotel magnate Leona Helmsley did for her Maltese pup Trouble: She left $12 million in trust so the little white dog would never want for anything. But even if you’re not a millionaire, you can make plans to e… Read More

Deciding who gets what when we die is difficult enough when it comes to divvying jewelry, collectible baseball cards, family heirlooms, houses and cars. It can be even trickier to arrange control of our digital assets. In a 2011 survey that was spons… Read More

Even with advanced notice of a catastrophic health condition, this type of planning is often a topic that no one wants to talk about. In the ordinary course of life, we go to work and carry on as if we’ll be doing it forever. No one wants to plan f… Read More

There's no time like the present to make sure all your estate-planning ducks are in a row. For many people, the words "estate planning" may conjure up thoughts of large inheritances and tax shelters. But planning isn't just about… Read More

Dad wants to eventually sell the family business to his daughter. She has the smarts, drive and desire, and he doesn’t want to work forever. Not only does he want the business to be a success for her; but, part of his retirement income will be depe… Read More

In bringing her case to the Supreme Court, Windsor argues that DOMA violates the U.S. Constitution's guarantee of equal protection. DOMA backers say the law is valid. Same-sex marriage has been a controversial issue in American politics, and wil… Read More