Estate Planning Articles

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Advisors Should Educate Grandparents About 529 Plans

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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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Pick The Right Location For Your Client's Trust

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Advisors should help clients pick the right state in which to create a trust since regulations vary widely from state to state.

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The Road To Amazing Growth

by Ben Mattlin

Peter Mallouk’s Kansas firm has become a $10 billion powerhouse in less than 10 years.

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Silent Trusts Can Often Get 'Noisy'

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Advisors who set up silent trusts for clients should be aware that these inheritances don't remain a secret for long, says this wealth manager.

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Intergenerational Wealth Transfers Build Client Loyalty

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Financial advisors can build long-term client relationships by helping to transfer wealth from one generation to the next, says this advisor.

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Wildly Successful GRATs

by Kristin T. Abati and Renat V. Lumpau

This provision may help the grantor if GRAT assets appreciate dramatically.

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Raymond James Offers 12 Financial Resolutions For 2014

by FA Staff

New Year’s resolutions are typically about eating less and exercising more. Raymond James suggests focusing on fiscal health.

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Almost Half Of HNW Individuals Are The ‘Family Bank,’ Study Finds

by FA Staff

HNW individuals must balance priorities of preparing for their own retirement, helping family members, and ensuring the family members they are helping use the money wisely, says Merrill Lynch.

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Joint Planning Required Of Couples

by FA Staff

Both spouses in a couple need to be part of the financial planning process with advisors, Fidelity says.

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Capturing The Next Generation Of Clients A Big Challenge

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Prepare for some messy family brawls and disloyal kids as you plan to capture the next generation of wealthy clients, according to several top advisors.

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