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News Results (1-15 of 193)

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For New York's Gay Couples, Tying the Knot Tangles Estates WSJ Blogs

By Arden Dale A gay couple recently married in New York came to financial adviser J.T. Hatfield Charles before walking down the aisle. The adviser helped arrange for each man to be entitled to the other's pension benefits upon death, ...
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Real-Estate Redux; AIG Is Planning a Return to U.S. Property Investing WSJ.com

American International Group Inc. is planning to jump back into U.S. property investing, reversing yearslong efforts to downsize its real-estate business in the wake of its near-collapse and government bailout in 2008.
Joining Church and Estate; Passing on your religious beliefs to heirs can be a tricky business WSJ.com

For many people, estate planning isn't just about financial assets and other practical concerns. It's also about honoring their religious beliefs and passing those values on to family members.
Miller Johnson law firm to relocate from the Rose Street Market in Kalamazoo into the business suites of the Radisson Plaza WSJM

Al Jones / GazetteThe Miller Johnson law firm will relocated in Kalamazoo office to the second level of the Radisson Plaza Hotel & Suites, shown here recently at 100 W. Michigan Ave. in downtown Kalamazoo.
Planning Ahead For a Future Family; A bachelor designs for his theoretical wife and kids WSJ.com

San Francisco A perfectionist, Peter O'Sullivan really likes to plan ahead. So when it came to his home, Mr. O'Sullivan planned what he saw as the ideal family space for himself, his wife and their two kids.
The Art of Passing Along Art WSJ.com

Families who bought art in the 1950s and '60s are running into an unanticipated problem: collections that have appreciated so much that they now make up a large chunk of their estates.
Financial Planners Are Wooing the Unwed; Advisers are committing to a new market: the growing number of American couples who are opting out of marriage. SmartMoney.com

For most couples, marriage provides emotional and financial support -- to say nothing of a guaranteed date on Saturday night. But for retired executive Eric Nathan, it's little more than a musty tradition. The divorced 64-year-old North ...
Mixing It Up; Consider Big Gifts to Family This Year; Affluent families who have more than enough wealth for their lifetimes may want to act before tax rules change at year-end, these advisers say WSJ.com

Wealthy individuals who plan to bequeath part of their wealth should consider taking advantage of some estate- and gift-tax benefits that are set to expire at year's end, says Steve Weinstein, a financial adviser in Chicago.
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Property Investors Lie in Wait for China Slowdown WSJ.com

BEIJING—Cash-strapped Chinese property companies may face a reckoning this year amid high debts and a government campaign to bring down housing prices. If that happens, a number of outside investors are waiting to step in.
Inherited IRAs: a Sweet Deal; A Generous Benefit for Families Survives a Senate Challenge WSJ.com

Inherited individual retirement accounts made news earlier this year when the Senate Finance Committee proposed to make heirs empty them within five years of the benefactor's death.
Voices: Douglas Goldstein, On Advising ExPats WSJ Blogs

Douglas Goldstein is an associate director with Portfolio Resources International Group, which is based in Miami, Fla. and Israel. I've noticed that most advisers shy away from clients who live abroad -- both expatriated Americans and ...
Voices: Dean Zayed, On the Hybrid Approach WSJ Blogs

Dean Zayed is president of Brookstone Capital Management in Chicago. I am an attorney by background who got involved in the financial service industry through estate-planning. Now I'm an independent financial advisor affiliated with a ...
Preparing to Leave; Many small-business owners are waiting for the day they can cash out and retire. But they'd better do more than just wait. WSJ.com

The wealth of many boomers is tied up in businesses they own. And that can be a problem when it comes time to retire. Too many owners aren't prepared for the day when they'll need to cash out. Some haven't done their homework to figure out ...
Bible-Based Advising Raises Up The Kingdom WSJ Blogs

Ron Blue believes the Bible holds the answers to most clients' financial problems. "There are about 2,350 verses in the Bible that deal with money," he claims.
Attorney Danielle Streed joins board of the Kalamazoo Civic Theatre WSJM

KALAMAZOO -- Danielle Streed, an attorney with the Redmond, Streed & Yokom PLC law firm in Kalamazoo, has joined the Kalamazoo Civic Theatre board of directors.

1-15 of 193

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