Clients Regret Their Irrevocable Trusts? Try the ‘Decanting’ Solution
For clients who regret establishing irrevocable trusts, many states now allow modifications to those trusts.
Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Humans to Robos: You Can't Touch This
Financial advisors have an important role to play in creating a holistic wealth management experience. There is no substitute for the human touch.
Estate Planning: The Family Limited Partnership Strategy
A recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
Mixing Medicare and IRAs to Build Client Tax Savings
Reducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.
The ‘Death Tax’ Deserves to Live
The much-maligned estate tax is far better than its detractors claim and should be restored to its 1980s levels.
5 Ways to Get Millennials Out of the House
An advisor explains how financial professionals can help young clients move ahead (and away from their parents' homes).
Trump Is Repeating Obama's Rookie Mistakes
Like Obama with the ACA, out of the gate Trump is focusing on the wrong issue when he should be pushing tax reform.
Indexed Annuities Exemption Would Ease DOL Fiduciary Burden
While fixed indexed annuities would potentially be ineligible to take advantage of the BICE under the fiduciary rule, the DOL has proposed a class exemption.
3 Keys to Giving Client Gifts With Maximum Impact
The power of a properly executed gift can never be underestimated.