Flash Update: Knight Fallout 

Feb 27, 2008, By Rorie Sherman, editor in chief, Trusts & Estates magazine

As we were going to press with the March 2008 issue of Trusts & Estates magazine, we received an email from Kevin Matz of White & Case, LLP, who has a piece in that issue entitled "Knight's Decided....

Do-Good Investing 

Feb 27, 2008, By Anne Field, journalist, Pelham, N.Y.

If a client wants his assets invested in socially and environmentally responsible companies, how do you oblige?...

Sound the Alarm 

Jan 30, 2008, By Paul Knox, head of UK Wealth Advisory, JP Morgan Private Bank, London, and Jay Krause, partner, Withersworldwide, London

The Brits are about to heavily tax Americans living in the United Kingdom...

Only the IRS Knows for Sure! 

Dec 19, 2007, By Natalie B. Choate, of counsel, Bingham McCutchen, LLP, Boston

The Pension Protection Act of 2006, for the first time, permitted non-spouse beneficiaries to have inherited benefits transferred from a qualified retirement plan to an "inherited IRA." ...

Money 'n Sanity 

Nov 21, 2007, By Anne Field, freelance journalist, Pelham, N.Y.

A new TV series shows families learning to break the taboo against talking about money...

Horton Foote's Dividing the Estate 

Oct 31, 2007, By David Adler, freelance journalist, New York

Horton Foote's Dividing the Estate, a play about family interdependence, love, hate and estate planning, had a limited run, Sept. 27 to Oct. 28, to critical acclaim in New York City....

Richistan 

Sep 19, 2007, By David A. Geracioti, editor in chief, Registered Rep., New York

A peek at the country within our country, where the rich live and consume -- copiously...

Restorative Payments 

Aug 22, 2007, By Bruce D. Steiner, of counsel, Kleinberg, Kaplan Wolff & Cohen, P.C., New York

Good news for taxpayers: the Internal Revenue Service extended these payments to retirement plans...

New Programs Guarantee Retirement Income 

Jul 17, 2007, By Alan Lavine

Highly paid executives have a new way to guarantee lifetime monthly income from their company's 401(k) plans. It's a nifty new array of products; but they do have drawbacks. ...

The 419(e) Plan Is a Good Option—If Handled Well 

Jun 20, 2007, By Alan Lavine

If your clients who are business owners are thinking about setting up a 419(e) single-employer welfare benefit arrangement plan, beware: It must be airtight to escape the tentacles of the Internal Revenue Service....

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