The Legal Intelligencer...may constitute a positive element to broader portfolios seeking diversification and risk management. The potential for rapid growth, as these countries seek to...
In today's investment climate, investors seeking income are facing tough challenges. Considering that U.S. 10-year treasuries are yielding less than 1.5 percent and most money markets are less than 0
Most people have at least one individual retirement account, and for some, it is a significant asset. Each IRA has a beneficiary. This is true even if the IRA owner, or participant, does not name a b
...care is not covered in the base policy. We at Citrin Cooperman Wealth Management highly recommend home health care riders for our clients seeking...
Exchange-traded products (ETPs) have dramatically increased in popularity over the past decade and become the focal point of many portfolios
The question of purchasing life insurance on a child is two dimensional. One might assume that the insured is always a toddler or young child. There are, however, certain instances, albeit limited, w
One tried-and-true gifting strategy that is enjoying resurgence in light of the new gift tax exemption and reduced real estate values is a Qualified Personal Residence Trust, or QPRT
...in 2013. While the focus of this article is on wealth transfer opportunities and traps for the unwary, for 2011 and 2012 the...
In many circumstances it is advisable to have life insurance owned by an irrevocable trust, often referred to as an irrevocable life insurance trust. The primary tax benefit of having an ILIT own lif
Many attorneys serve as trustees and trusted advisers, and are often private investors. As such, most attorneys should have a working knowledge of Modern Portfolio Theory (MPT), which is an investmen
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