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Estate Planning

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  • RI lawyer taken into custody in investment fraud Tuesday, 21 May 2013 | 10:43 AM ET

    PROVIDENCE, R.I.-- A federal judge refused Monday to vacate the guilty plea of an estate-planning lawyer accused of using the identities of terminally ill patients to illegally obtain millions of dollars, calling his motion to withdraw his plea bizarre and without merit and ordering him into custody immediately.

  • Raymond James plans to build on a highly successful program developed by Memphis- based brokerage Morgan Keegan, which it acquired last year for $1.2 billion. It will spend more to integrate its plan with Morgan Keegan's model, Paul Reilly, the chief executive of Raymond James, said.

  • How Your Kids Are Learning Not to Blow Your Cash Tuesday, 5 Mar 2013 | 12:05 PM ET
    Students play JA Virtual Finance Park video game in school.

    In a trend known as "gamification," new digital platforms are teaching kids about earning and saving money, how to pay bills, even how to trade stocks.

  • How to Prepare Financially for a Loved One's Death Monday, 11 Feb 2013 | 11:28 AM ET

    Families can be torn apart or money forfeited by refusing to take death into account financially or attempting to glide over it legally. Here's how to avoid such a dismal scenario.

  • How to Disinherit Loved Ones—And Which You Can't Friday, 1 Feb 2013 | 8:56 AM ET

    Disinheriting someone can be harsh, and may haunt a family member from beyond the grave, but there may be pragmatic reasons for doing so.

  • Cliff fears, tax rises mean payday for tax advisers Thursday, 10 Jan 2013 | 12:59 AM ET

    Jan 10- The imposition of increased U.S. tax rates on the nation's highest earners is expected to provide a mini-bonanza for the army of lawyers, accountants and tax advisers who can devise ways to reduce clients' taxable income.

  • US farmers hustle to avoid 'fiscal cliff' blowback Friday, 21 Dec 2012 | 5:23 PM ET

    CHICAGO, Dec 21- As the United States inches closer toward the "fiscal cliff," Iowa farmer Brian Van Meetern is hurriedly selling his grain before year's end and buying a new $50,000 sprayer for his farm.