Advising the Wealthy:
It's a Whole New Game
Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......
Unbundling Trust Fees -
What It Could Mean for Your Clients
It looks like banks are going to be forced to unbundle the fees they charge trust clients for investment management from the fees they charge for administration. At least, that's essentially what's been considered by the Internal Revenue Service in the proposed regulations on Internal Revenue Code Section 67(e) that were issued in July of 2007....
