October 2014

It's not unusual for states to claim they are great places to live. But more and more, states are trying to get the message across that they are also great places to die.In 2015, four states will increase the amount exempt from state…

Note: This article is part of Morningstar's October 2014 special report, 5 Keys to Retirement Investing. If you've ever made a large financial gift to someone - say, a four or five figure check to a child or grandchild - you probably know…

IN LIFE, James A. Elkins Jr., a prominent Houston businessman and philanthropist, amassed a portfolio of art that was the envy of museums and collectors alike. He owned works by Pablo Picasso, Jackson Pollock, Jasper Johns, David Hockney,…

A tax lawyer is warning about some adverse tax consequences for surviving spouses in many states across the country due to the use of so-called "QTIP trusts".Seymour Goldberg, a senior partner at the law firm Goldberg & Goldberg in…