Estate Planning

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What The Wealthy Want

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They want advisors to deliver solutions, not services.

Christie Rails Against Estate Taxes New Jersey Can’t Do Without

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Though Gov. Chris Christie says he wants inheritance and estate taxes gone, he’s fallen too short of a promised fiscal resurgence to do so.

Kids' Failure To Launch Affects Boomers Retirement Plans

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Baby boomers who’ve cut the apron strings for adult children are more than twice as likely to be retired than boomers who haven’t, according to research from Hearts & Wallets.

The Future Of The IA World

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As technology disrupts the world, the advisory business will face an unprecedented makeover.

The Appeal Of The Successful Business Owner

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She is the high-quality client who can lead to the success of a professional’s practice.

Inheriting Grandma's House Comes With Tax Bill Under Obama Plan

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President Barack Obama's tax plan would affect billionaires -- as well as people who aren’t wealthy enough to pay estate taxes, if their assets have gained sharply enough in value.

Obama Tax Agenda Widens Partisan Gulf As He Seeks Redistribution

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The plan would raise the top capital gains rate to 28 percent, impose tax increases for high earners, limit tax breaks for 529 plans and take other steps to pay for new programs.

Divorcing Spouses Warned To Search For Hidden Assets

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Legend Financial says spouses have many ways to look for hidden assets.

Making It Pay

by Eric Rasmussen

Investment managers Bahl & Gaynor in Cincinnati have built up $12 billion in assets with a dividend approach for patient investors.

Beacon Pointe Wealth Advisors Adds $500 Million Team

by FA Staff

Four advisors have joined the firm as partners in Scottsdale, Ariz.

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