Estate Planning

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A Crucial Window For Estate Planning

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Exemption amounts under the Tax Cuts and Jobs Act are set to expire, making now an essential time for clients to revisit their estate plans.

Insurance For The Ultra-Wealthy's Protection And Growth

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Private placement life insurance offers benefits as an investment vehicle.

UBS Sees $83 Trillion Wealth Transfer Over Next Three Decades

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The bank said about a fifth of the world's assets are held by people over 75.

Rich People Freeze Themselves, And Fortunes, For Future Revival

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Setting up trusts for people stored in a deep freeze after death is now a thing.

Why Advisors Need To Know The Signs Of Cognitive Decline In Clients

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Whether they like it or not, advisors are in a position to see the first signs of client dysfunction, industry officials say.

10 Estate Planning Strategies To Address Sunset Of 2017 Tax Exemptions

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Exemption amounts under the Tax Cuts and Jobs Act of 2017 are set to expire, making now an essential time for individuals and families to revisit their estate plans.

IRS To Crack Down On 'Basis Shifting' Tax Avoidance By Business Partnerships

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The agency aims to collect $50 billion more in taxes over the next 10 years from those who use the tactic.

Clients Might Want To 'Use Not Lose' Expiring Estate Tax Exemptions

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Wealthy clients might want to take basic exclusions on estate and gift taxes before they're cut in half.

Using Private Placement Life Insurance For Tax-Efficient Growth Investing

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Here are three benefits to choosing private placement life insurance as an investment vehicle.

Inheritances Be Damned: Clients Want To Spend While They Can

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After the pandemic, more clients are seizing the moment and putting their money to use before they die.

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Looming Cut In Estate Tax Exemption Has Advisors Looking To Trusts

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Clients need to consider trust strategies as the expiration date on TCJA tax reforms draws nearer, advisors say.

Inheritances Be Damned: Clients Want To Spend While They Still Can, Advisors Say

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In the wake of the pandemic, more clients are seizing the moment and putting their money to use before they die.

Advisors Say Move Gingerly With Suddenly Wealthy Clients

by Ben Mattlin

The psychological adjustment to receiving a lot of money can take years, they say.

Advisors See Clients Being More Open About Estate Planning, Edward Jones Says

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Clients are bringing more family members into the conversation, a company survey found.

Only 26% Of Americans Have Created An Estate Plan, Survey Finds

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Wealthier people, especially males and those with an advisor, are the likeliest to have a plan.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can help clients with expiring provisions of the Tax Cuts and Jobs Act, advisors say.

Advisors Need To 'Navigate' $18 Trillion Wealth Transfer, EY Says

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Advisors need to understand the needs of women and young investors to retain assets, a company report says.

Innovative Philanthropy: Beyond Traditional Grantmaking

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The need for innovative and impactful strategies in philanthropy has never been more pressing.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

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