The life insurance settlement has come a long way in the past 20 years.  It has shed some of its misconceptions while becoming more mainstream, and each year the industry continues its evolution.  Today, life settlement companies perform...

If it’s not myRA, say good-byRA

As property values around the country continue to recover, many families now list their primary residence and vacation homes among their most valuable assets. As such, these homes may be excellent candidates for beneficial estate planning...

Peer-to-peer (P2P) lending emerged a few years before the financial crisis gripped the globe. In the United States, Prosper was founded in early 2006 and Lending Club, which began as a Facebook application, opened its doors (figuratively speaking)...

As baby boomers age and lifespans increase, the problem will likely become more common

Courts clarify how to properly use the power to adjust and the ability to make a unitrust election

The April 1 deadline only applies to the year after clients turn 70 ½....

Seven things fiduciaries should know