Research & Insights

As of July 1, 2021, the newly enacted Community Property Trust Act allows residents and nonresidents alike to establish a Florida community property trust. The tax law provides that residents of community property states receive a full basis step-up on their community property upon the death of the first member of a married couple to die.

Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor

Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Kenneth Feiertag, Executive Vice President/Investments, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.

In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.

Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.

AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.

When developing a charitable giving strategy, it’s important to consider not just what you give, but when and how you give. For many individuals and families, a donor-advised fund (DAF) can offer a flexible and tax-efficient way to align charitable intentions with broader financial planning.

For Generation Z, thinking about retirement may seem premature.