John Doe

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  Trusts and LLCs: Smart Ways to Transfer Wealth and Risk, but Mind the Details

  By Kathleen Tierney, Chubb  |  February 21, 2013

  There are many intelligent reasons to transfer high-value assets to a trust or LLC, but there’s a devil lurking in the details, specifically the insurance considerations.

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  Grow Your Business With Social Media

  By Eric Clarke  |  November 28, 2011

  In my years of experience working with investment advisors, the No. 1 way new clients are acquired has consistently been through referrals.

• UBS to Fight IRS Search of 52,000 Accounts

  By Janet Levaux, AdvisorOne  |  February 19, 2009

  UBS AG says that on February 19 the U.S. Internal Revenue Service (IRS), as was expected, took civil action in the U.S. District Court for the Southern District of Florida.

• A Friend in Pennsylvania

  By Ellen Uzelac  |  April 1, 2007

  Last year, Gerald "Zeke" Strid attended the funeral of his sixth John Doe, a homeless man who froze to death under an Interstate-95 overpass. Strid...