In its December 16, 2013 wealth management section, the Wall Street Journal published a piece on evaluating your financial advisor, by focusing on selecting the right investment benchmark to measure the advisor’s relative performance. There are a number of significant problems with this, but we’ll focus on just two of the biggest ones here. Wrong […]
The Wall Street Journal recently published a feature section on avoiding potential traps and pitfalls with your year-end charitable giving. You can read the entire December 16, 2013 article here.
MarketWatch explains why (almost) everyone can benefit from putting in place the estate planning basics – a will and a living trust. You can read the entire May 21, 2013 article here.
Shortly after American actor James Gandolfini died last month, his will became public, and with that, a debate ensued about his estate planning (or lack thereof). In an interview that is the basis for much of a recent article in the New York Times, Mr. Gandolfini’s attorney defends the structure of the star’s estate planning. […]