by
Jeff Stimpson
Tumultuous changes taking place this year could have a significant impact on clients' finances.
by
Lauren Galbraith
The wealthy who want to capitalize on record-high lifetime exemptions can follow these tips.
by
Michael Kosnitzky
The wealthy face a whole host of new risks as the U.S. heads for socioeconomic change.
by
Karen DeMasters
Clients are re-evaluating their goals amid the Covid-19 crisis, said roundtable participants.
by
Ben Steverman
Donor-advised funds and other charitable vehicles are being used to make positive climate impacts.
by
Christopher Robbins
Life insurance has become more favorable as an estate planning tool under new rules.
by
Joyce Blay
While most women base their choice of burial on personal belief, most men base it on cost, a new survey says.
by
Steve Gresham
Breaking down “health and wealth” into actionable client engagement strategies.
by
Jere Doyle
Be flexible in adjusting to changing and unanticipated circumstances.
by
Jeff Stimpson
Pandemic relief legislation and plummeting valuations can work to the benefit of wealthy clients.
by
Ben Steverman
The rich can take advantage of low rates by loaning cash or other assets to family members.
by
Sarah H. B. Kahl
A rigid trust will not necessarily change children’s money behavior.
by
Christopher Robbins
Technology has been a key to adapting to the disruption, CEO Michael Tiedemann said.
by
Christopher Robbins
The CARES Act has many retirement and tax planning impacts advisors should be aware of.
by
Anna Salek, Noah McLaughlin
Five steps you can take to help ensure that you remain in the best position to be responsive to your clients’ needs.
by
Jacqueline Sergeant
Steven Jun Lu became beneficiary of 75% of the woman's estate shortly after meeting her, Finra alleged.
by
Kimberly Dwan Bernatz
Choosing the right successor trustee is a decision that shouldn’t be taken lightly.
by
H. Joseph Price
The reasons that estate plans fail can be grouped into one of two categories.
by
Josh Miller
The goal is to make sure family members will be satisfied—giving the donor as much joy as the beneficiaries.
by
Ben Steverman
The ultra-rich and their advisers can also take a longer-term view of market volatility.
