Estate Planning Articles

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Keeping Heirs In The Dark Is A Bad Idea

by FA Staff

A new UBS Investor Watch report shows the more heirs know prior to inheriting money, the smoother the process goes.

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Raymond James Recruits $575 Million Advisor Team

by FA Staff

Hauser Wealth Management has joined the firm from UBS.

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Almost All Heirs Leave Parents' Advisory Firm

by

To keep those assets and continue working with a clients heirs, Fidelity Investments suggests advisors incorporate multi-generational planning practices into their firm and get the wealth transfer...

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Same-Sex Couples To Be Eligible For Leave Under U.S. Rule

by

Same-sex couples in the U.S. would be eligible for leave to care for their spouses under a rule the Obama administration will propose today.

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Schwab Sees $3.5T Growth Opportunity For RIAs

by FA Staff

Young, affluent individuals in control of nearly $3...

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SCOTUS: Inherited IRAs In Play For Bankruptcy Creditors

by

The U.S. Supreme Court unanimously ruled today that IRAs inherited by someone other than a spouse are not protected from creditors in bankruptcy.

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Death Planning Postponed By Millennials, Pressuring Insurers

by

Young adults who wait longer to start families are also putting off death planning.

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Client Dementia Vexes Financial Brokerages, Regulators

by

What do you do about clients placing trades when their mental acuity is declining?

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Critical Care

by Eric Rasmussen

A former ICU nurse and stay-at-home mom, Susan Kaplan is now one of the country’s top advisors.

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Advisors Should Educate Grandparents About 529 Plans

by

A recent Legg Mason study found that most of the respondents where unaware of the features and flexibility of these plans.

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