James

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  U.K. Lawmakers Call Murdoch ‘Not Fit to Lead’

  By Marlene Y. Satter, AdvisorOne  |  May 1, 2012

  Rupert Murdoch was called “not a fit person” to lead a major international corporation by U.K. lawmakers in a report that could also affect the company’s fitness to hold its broadcasting license.

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  Is a Pension Annuity Worth It?

  By Moshe A. Milevsky  |  February 24, 2012

  Towards the end of the 17th century, politicians and bureaucrats in the City of London were facing a problem not unlike the one faced by many aging cities in the early 21st century.

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  CLATs: A Leading Estate Planning Strategy for Wealthy Clients

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  September 9, 2011

  Why a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.

• Reinventing Lebenthal

  By Nancy R. Mandell  |  September 1, 2007

  Alexandra Lebenthal is as excited as she is frustrated: "This is an entrepreneurial oxymoron!" she exclaims. "The Lebenthal name in a startup company! I feel...