Alternative to a Spousal Lifetime Access Trust: One-Way Buy-Sell Deal
A one-way buy-sell agreement can ensure that a business-owning client’s dual goals—spousal income security and an orderly business transition—can be met.
10 Big Estate Planning Mistakes of the Rich & Famous
Overlooking estate planning basics can leave heirs facing years of court battles over taxes and who gets what.
4 Ways Not to Ruin Your Clients’ Taxes
Advisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
IRS Grants Reprieve for Late Portability Elections
The IRS has provided a limited reprieve for clients who didn't take advantage of the portability of a first-to-die spouse’s unused estate tax exemption.
Income Taxes Can No Longer Be Ignored in Estate Planning
The estate tax exemption may have been raised to $5.34 million, but that's far from the end of the story.
NFL Players’ 6 Biggest Estate Planning Mistakes
They may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
Divorce Planner’s Novel Approach Leads to Lucrative Business
The overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
Popular IRAs, Annuities Have Downsides
A CPA, wealth manager and lawyer share tips for investors on these common investment vehicles.
10 Ways Annuities Can Benefit Estate Plans
A principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.
Can a Twitter Freeze Slash Your Client’s Tax Bill?
Although it might seem that your clients have little in common with Twitter’s executives, the company’s IPO documents suggest otherwise.