Women and Wealth, Maximizing Clients’ Total Wealth Post-Secure Act, Issues in Income Shifting
Correlation asymmetrics may have an impact.
Bonds can do a good job, but other strategies are worth considering.
Enactment of new law will substantially change estate, tax and retirement planning strategies used for decades.
Revised Section 409 of the Uniform Principal and Income Act creates a seismic shift in fiduciary accounting.
Planning challenges and strategies for female clients.
A checklist for practitioners.