Strategic Financial Concepts LLC Takes $365,000 Position in Weyerhaeuser (NYSE:WY)
Strategic Financial Concepts LLC acquired a new stake in shares of Weyerhaeuser (NYSE:WY – Free Report) in the 4th quarter, ...
Van ECK Associates Corp Sells 5,242 Shares of Healthcare Realty Trust Incorporated (NYSE:HR)
Van ECK Associates Corp cut its holdings in Healthcare Realty Trust Incorporated (NYSE:HR – Free Report) by 3.1% during the 4th quarter, according to its most recent Form 13F filing with the ...
20 People to Know in Wealth Management: Angela Kerrick-Nusky
Clients seek to ensure financial stability and satisfaction for those they care about. Understanding a client’s family dynamics and desire for what they wish for others that are important to them is ...
Estate Tax Repeal – Could It Be Real?
Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable ...
This chunk of the US population is set to inherit a staggering $9 trillion in next decades, report says. This is who will be giving — and receiving — in the next 'great ...
This means that, by 2030, this horizontal wealth transfer will likely have reshaped wealth management in the country — a ...
JD Supra18h
Death Tax Repeal Bills Introduced in Congress: A Legislative Showdown Looms
New legislation to repeal the federal estate tax, often referred to as the “death tax,” has been introduced in Congress. Senator John Thune (R-SD) ...
The Best Online Will Making Programs
Some platforms, like LegalZoom and GoodTrust, offer attorney guidance, while others, such as FreeWill and Fabric, provide ...
My stepmother remarried after my father’s death. She has no intention of leaving me anything. What can I do?
My stepmother remarried. She now has no interest in giving my brother and me anything. Her intention is to bequeath her properties and investments to her current new husband and h ...