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Wealth Management Morning Memo

AUGUST 10, 2023

OPINION

The Alabama Dock Brawl Offers Insight into Toxic Corporate Culture

Lazetta Rainey Braxton

Privilege and presumed power often can cause an all-too-avoidable ruckus.

FULL ARTICLE

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ESTATE PLANNING

U.S. Appeals Court: Deathbed Checks Are Includible in Decedent’s Estate

Grant W. Silvester and Andrew M. Nerney

Third Circuit reviews Pennsylvania law on gifts “causa mortis.”

FULL ARTICLE

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RETIREMENT PLANNING

To Fix Retirement Crisis, Give Every Baby $10,000

Nir Kaissar

Most workers lack the money and time to invest enough in the stock market. The US government has plenty of both.

FULL ARTICLE

PHILANTHROPY

Family Limited Partnerships: Not Just for the Ultrawealthy

Anthony Venette

Thirteen tips for structuring an FLP.

FULL ARTICLE

FASTCHAT VIDEO

Trends in Structured Notes and How Advisors Can Learn More

Sponsored by CAIS

Marc Premselaar, senior managing director of capital markets at CAIS discusses trends have influenced structured notes.

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