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Estate Planning

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How Estate Plans Fail

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The reasons that estate plans fail can be grouped into one of two categories.

Nearly Half Of CPA Advisors See Dementia In Some Clients

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Yet the overwhelming majority don't have a plan for dealing with such clients, a new report says.

Rapid Rise In Stock Market Raises Estate Planning Concerns

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How is the Dow’s rise relevant for estate planning purposes, particularly for married couples?

Finra Warns Broker-Dealers On Illegal Withdrawals From Minors' Accounts

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The legal warning comes two months after the regulator sanctioned five firms for failing to watch the accounts.

Are Your Clients Prepared To Die?

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Spectrem Group research says most people are not as prepared as they think.

Older Americans Regret Not Using Prenup Agreements

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A majority of Americans would use prenups in their marriage if given a second chance, according to a TD Ameritrade survey.

Navigating The New Estate Planning Realities

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Estate planning for IRAs and other DC plan benefits has changed with the SECURE Act.

Who Buys Annuities, And Why

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Advisors remind clients that annuities are insurance products for income protection over a long life.

What Wealthy Clients Need To Know About The SECURE Act

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The act also altered the rules for inheriting IRAs and other tools for high-net-worth estate planning.

Clients' Estate Plans May Be Upended By 'Gray Divorce'

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Divorce among older couples is presenting a challenge to estate plans, retirement and wills, says TD Wealth.

Americans To Inherit $764 Billion This Year, Mostly Tax-Free

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They will pay an average tax of just 2.1% on that income, an NYU law professor estimates.

Investors Not Prepared For Implications Of Death

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Most investors think they have their finances ready for the end of their lives, says Spectrem Group, but they may not.

What Wealthy Clients Need To Know About The SECURE Act

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Stretch IRAs may be gone, but there are still ways to optimize tax planning for plan beneficiaries.

Rapid Rise In Stock Market Raises Estate Planning Concerns

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How the rise in the stock market affects estate planning for married couples.

Family-Owned Businesses Urged To Sell Before The Party Ends

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The potential for higher taxes next year may accelerate deals.

Planning Around The New Limitations On Stretch IRAs

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Estate planning for IRAs and other defined-contribution plan benefits has changed with the FCAA.

How To Protect Ultra-Affluent Clients' Assets From A Wealth Tax

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Planning is critical but it isn’t time to panic, says one advisor.

Where Money Meets Addiction

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Drug addiction poses special problems for the wealthy and their children.

With Tax Reform, Wealthy Clients Should Update Estate Plans

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Many estate plans were created prior to tax reform, with different exemption numbers.

Reality TV Attorney 'Unties' Mysteries Of Alimony Insurance

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The attorney star of "Untying the Knot" says divorcing partners need to discuss alimony insurance.

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