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Estate and Trust Planning

Effective estate and trust planning can ensure security for loved ones. For businesses, it can maintain a smooth succession of ownership. McGill, Roselli, Ayala & Hoppmann, P.A.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer or gifting of assets to minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed.

News

Tying of Insurance Agents' Sales to Health Benefits is Conflict That Flies Below Radar

Some agents say linking the cost of their health benefits to how much they sell of certain products creates a difficult conflict for them....

He Said 'Buy' as Stocks Crashed

Thomas Lee of Fundstrat Global Advisors has a reputation as one of Wall Street’s most aggressive market optimists. His approach paid off after Covid-19 caused a market meltdown last year....

When SPACs Attack! A New Force Is Invading Wall Street.

“Blank check” firms known as SPACs are in pursuit of America’s hottest startups. Is the invasion a sign of a market euphoria that can’t last?...

Netflix, Procter & Gamble, Intel: Stocks That Defined the Week

Here are major companies whose stocks moved on the week’s news....

Companies Sell Stock at Record Pace to Start the Year

U.S.-listed companies have conducted 80 follow-on stock offerings this year through Friday, raising $16.35 billion. Both numbers are records for this point in the year....

Short Bets Pummel Hot Hedge Fund Melvin Capital

Founded by 42-year-old Gabe Plotkin, Melvin Capital Management is down 15% just three weeks into 2021 after a series of wrong-way bets....

Dow Drops but Notches Weekly Gain

Investors have been cheered in recent days by a solid start to earnings season, though some are concerned that high valuations in corners of the market will leave stocks vulnerable in the coming mo...

Demand Worries Drag on Oil Prices

U.S. crude prices fell Friday, dragged lower by growing worries that the global pandemic will spur greater restrictions on travel and economic activity....

Morgan Stanley CEO Got a Big Raise for 2020

James Gorman was awarded $33 million, a 22% raise for a year in which the bank generated record revenue, announced two multibillion-dollar acquisitions and avoided the worst of the pandemic-induced...

Investors Seek Out Riskiest Junk-Rated Bonds

Investors’ rush into the lowest-rated junk debt has driven yields to record lows, reflecting Wall Street’s thirst for fixed-income returns and increasing confidence that even struggling businesses ...