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Estate Planning

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  • 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.