Now Is the Time for Charitable Lead Trusts
For clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
How Inheritances Influence Retirement Preparedness
At the population level, bequests don't make much of a dent in retirement insecurity, the Center for Retirement Research found.
There’s Gold in Them Thar Hills. And Art. And Condos.
Gold has taken a back seat to fine art and high-end residences as a store of wealth. Are you helping clients manage those assets' risk?
Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall Short
Seventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.
Final Regs Clear Path to Portability for Smaller Estates
Clients leaving relatively modest estates should pay attention to the recently released IRS final regulations governing the deceased spousal unused exclusion amount.
Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
4 Steps to Transfer Deceased Parents’ Brokerage Assets: FINRA
After taking a flood of calls from children of deceased parents on its new senior helpline, FINRA issues an alert on transferring brokerage assets.
Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
5 Ways to Cement Relationships With Client Couples
When only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
Billionaires: Where They Are, What They Want
Two-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.