Estate Planning Articles

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Estate Tax Repeal Vote Possible in House In 2014

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Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.

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Alimony Would End Sooner In N.J. If Christie Signs Bill

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Governor Chris Christie must decide in coming weeks whether to support an end to lifetime alimony in New Jersey, part of an overhaul that supporters say doesn’t go far enough.

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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

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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

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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

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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

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

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Client Dementia Vexes Financial Brokerages, Regulators

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

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