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Select States Still Pursuing Fiduciary Rules

Select States Still Pursuing Fiduciary Rules

Oct 29, 2018

When an appeals court vacated the Department of Labor’s fiduciary rule, many states decided to take the fiduciary issue into their own hands. Then, the Securities and Exchange Commission put forth a rule package that would require brokers and advisors to act in...
Reasons for Inheritance Fights

Reasons for Inheritance Fights

Oct 19, 2018

A common reason why some people don’t engage in estate planning is a fear that their families will fight after their death, when their motives and activities will be subjected to unwanted intense public scrutiny. Because it provides a medium for the public...