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Trusts and Estates

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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.

  • Failure of China Trusts Sends Ripples Across Industry Thursday, 7 Feb 2013 | 7:26 PM ET

    For many trust investors in China, losing money did not even seem to be a real possibility because of the implicit repayment guarantee by trust companies. CaiXin Online reports.

  • 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.

  • How much will the fiscal cliff impact you, and how can you minimize damage to your finances? Here are questions financial advisers are sifting through with clients.