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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

A New Interest-Rate Regime Has Begun. These Are the Market's Winners and Losers.

Bond prices, the Magnificent Seven and emerging markets are under pressure....

Does China's Property Bust Make a Financial Crisis Inevitable?

Perhaps not—if Beijing plays its cards right. But serious damage to the nation’s prospects is still likely. A look at the problem in five charts....

Your Will Alone Won't Guarantee Your Money Goes to Your Heirs

Those beneficiary forms you filled out years ago can supersede your other estate plans....

America's Debt Problem Is Too Big for the Bond Vigilantes

Surging deficits and bond yields create an opening, but investors are likely to take a painful hit this time....

Heard on the Street's Stock-Picking Contest

Read about our columnists’ most- and least-favorite stocks as they make their choices....

Meal-Kit Maker Blue Apron to Be Sold

The sale to food-delivery startup Wonder would end a disastrous six-year experiment with public ownership....

SEC Brings in $218 Million in a Day but Still Faces Shutdown

The agency pushes out enforcement actions to end its fiscal year but can’t keep fine money for its own budget....

The 2023 Stock-Market Rally Sputters in New World of Yield

Heading into the fourth quarter, the S&P 500 index is clinging to a 12% advance for the year....

Wall Street Expects Hot Oil Prices to Cool Down

U.S. crude prices rose nearly 30% in the third quarter, but higher prices are denting demand and expected to result in lower prices....

Stocks Wrap Up Another Weak September

The S&P 500 ends the worst month so far this year....