Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.
Estate-planning expert Deborah Jacobs outlines how to approach the estate tax exemption and gift tax rules, addresses a popular misconception about estates, and offers key documents that all individuals should have in place.
Good morning, and welcome to the Jacobs Engineering First Quarter Fiscal Year 2013 Earnings Conference Call and Webcast. All participants will be in listen-only mode. After today's presentation there will be an opportunity to ask questions. Please note that this event is being recorded.
Foreclosure filings fell in 2012, yet more foreclosed homes are likely to come up for sale in 2013. This increase could be good news for prospective home owners and investors, according to Daren Blomquist, vice president at Irvine, California-based RealtyTrac, an online marketplace for foreclosure ...
As a tool for advisors, Riskalyze is new to the scene. The original risk profiling product was meant for individual investors, but a professional version specifically for investment advisors was recently launched.