UBS Wealth Picks Ex-NFL Pro Bowler to Lead Athlete Segment

Nov 20, 2020

After playing in the NFL for more than 10 years, Adewale Ogunleye completed his MBA at George Washington University. He joined UBS in 2019.

Fourteen Financial Planning Tips to Act on Before Year-End

Nov 20, 2020

And a quick guide to the relevant deadlines.

Family Offices Weigh Options for Optimizing CRE Allocations

Nov 19, 2020

A virtual event last week brought together ultra-high-net-worth individuals, family office staff/members and investors to discuss commercial real estate trends.

Black Panther Star’s Untimely Death Highlights Importance of Estate Planning

Nov 18, 2020

Chadwick Boseman’s wife must now file for probate.

Joe Biden Has a Hard Road Ahead

Nov 18, 2020

Remember early this year when we all thought President Trump’s impeachment was going to be the driving issue of the campaign season?

Wealth Planning Recommendations for Post-2020 Election

Nov 17, 2020

Although the politically driven urgency around tax planning has subsided, it’s still a valuable time to revisit your client’s plan.

Sponsored Content

Charitable Giving Trends & Tax Incentives for 2020

Nov 24, 2020

Help clients support their favorite causes in 2020's most tax efficient ways.

Why Your Clients Should Be Afraid of Ghosts

Nov 16, 2020

Being aware of this threat is imperative in helping protect your clients from identity theft.

Help Prepare Clients for a Biden Presidency

Nov 16, 2020

Five tax-planning questions to answer before year-end.

Celebrity Estates: Tom Carvel and Why Having Too Many Executors Can Melt an Estate

Nov 16, 2020

Thinking he was covering all his bases, Tom Carvel of Carvel Ice Cream appointed no fewer than seven executors to manage his estate upon his death. Unfortunately, having so many hands in the pot turned out to be a recipe for disaster.