Planning for Partners Whether you've chosen not to marry for personal reasons or because you're in a relationship the law doesn't acknowledge, carefully crafting your estate plan is critical. Without the protection offered by law to married couples, you need a plan to ensure that your assets are transferred without being subject to undue taxes.Full article
Getting Active Municipal bonds have much to offer investors, including a steady stream of tax-free income and portfolio diversification. Investing through an active management strategy can amplify those advantages. Full article
WEALTH MANAGEMENT PERSPECTIVES
An Institutional Approach:
Many affluent investors have implemented institutional investment strategies; they may want to adopt these "best practices" as well.
Today’s home technology systems offer comfort and convenience at the touch of a button. Full article
Michael Leon, managing director of Northern Trust's Alternative Solutions Group explains why risk management is more important than ever in today's environment. Full article
NEWS & NOTES
Recent developments and activities at Northern Trust. Full article
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