Planning for Longer Lives: Fading Capacity
A corollary to planning for higher income in retirement is planning for the time when one may not be able to manage one’s own care.
Gun Trusts? Yes, Gun Trusts.
The disposition of a firearm at death is not so simple.
Navigating the Maze of Variable Annuities
Tax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
5 Metrics to Help Advisors Master Online Commercial Real Estate Investing
The passing of the JOBS Act drastically changed the CRE investing environment, opening single-asset opportunities to the masses.
What Are Taxes on a Lump Sum Payout of an Annuity?
Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.
3 Tips for Effective Crisis Management
Unless a crisis is handled efficiently, effectively and with due deliberation, a disruption can significantly impact business, affect revenue and damage reputations.
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.