In the world of wealth management and generational wealth transfer, legal and financial complexity should be managed by skilled professionals.
Security is becoming a central consideration in structuring everything from family offices to succession plans.
The Peter Seidler case serves as a cautionary tale about the pitfalls of trustee selection.
The unanimous decision "muddied the waters" with transfers involving buy-sell agreements, one lawyer said.
A guide to getting organized for the new year, no matter your income or wealth.
This trust can help you defer capital gains on business sales, though some charitable trusts can, too.
What tax policies is Trump likely to support? The following is a reasoned, practical and appropriately sardonic meditation on that question.
Some gifting strategies are going to make less sense if taxes remain low and exemptions high.
Advisors have to be proactive to ensure clients seamlessly transition their assets.
Advisors should be discussing estate gifts with clients now while anticipating the sunset of the 2017 tax law.
Thirty percent worry they will not retain assets from clients' spouses or children, the Natixis survey found.
Most inheritors are looking to manage their new wealth with the help of an advisor, according to the Equitable survey.
The sunsetting Tax Cuts and Jobs Act could mean changes for clients' estate plans.
Advisors have to be proactive to ensure clients seamlessly transition their assets.
Understanding how to navigate this market is essential for wealth managers and their clients.
The collection had been stored for the past 100 years and is believed to be worth around $72.5 million.
Advisors are focused on older clients, even as they transfer their assets to a younger generation, an InspereX survey found.
The system uses AI to scan an individual's estate planning documents and extract information.
Tax law specialist Robert Keebler reviews how the law has impacted retirement and estate planning.
Advisors still are mostly focused on clients' investments, CEO John Carey said.