Estate Planning

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What A Wealthy Family Needs To Know When Appointing A Trustee

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In the world of wealth management and generational wealth transfer, legal and financial complexity should be managed by skilled professionals.

Security And Estate Planning: New Considerations For UHNW Families

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Security is becoming a central consideration in structuring everything from family offices to succession plans.

Trustee Selection Leads To Avoidable Family Conflict

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The Peter Seidler case serves as a cautionary tale about the pitfalls of trustee selection.

Supreme Court Ruling Could Hike Taxes When Business Is Passed

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The unanimous decision "muddied the waters" with transfers involving buy-sell agreements, one lawyer said.

Key 2025 Dates For Your Clients' Personal Finances

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A guide to getting organized for the new year, no matter your income or wealth.

What's A Deferred Sale Trust?

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This trust can help you defer capital gains on business sales, though some charitable trusts can, too.

What To Expect From The Trump Tax Reform Spectacle

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What tax policies is Trump likely to support? The following is a reasoned, practical and appropriately sardonic meditation on that question.

What The Election Means For Estate Planning

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Some gifting strategies are going to make less sense if taxes remain low and exemptions high.

Helping Clients With 'The Great Wealth Transfer'

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Advisors have to be proactive to ensure clients seamlessly transition their assets.

Some Advisors Urge Caution On Big Estate Gifts

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Advisors should be discussing estate gifts with clients now while anticipating the sunset of the 2017 tax law.

Advisors Fear 'Great Wealth Transfer' Will Cost Them Clients, Survey Says

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Thirty percent worry they will not retain assets from clients' spouses or children, the Natixis survey found.

Millennials, Women Biggest Beneficiaries Of 'Great Wealth Transfer,' Equitable Says

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Most inheritors are looking to manage their new wealth with the help of an advisor, according to the Equitable survey.

FP Alpha Announces Estate Lab Enhancements For Sunsetting Tax Law

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The sunsetting Tax Cuts and Jobs Act could mean changes for clients' estate plans.

3 Steps To Helping Clients Involved In 'The Great Wealth Transfer'

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Advisors have to be proactive to ensure clients seamlessly transition their assets.

Sell An Estate's Collectibles The Right Way

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Understanding how to navigate this market is essential for wealth managers and their clients.

Estate Planning Lessons From The Sale Of Historic Coin Collection

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The collection had been stored for the past 100 years and is believed to be worth around $72.5 million.

Advisors Failing To Woo Young Inheritors, Survey Says

by FA Staff

Advisors are focused on older clients, even as they transfer their assets to a younger generation, an InspereX survey found.

Gateway Partners With Wealth.com To Offer Estate Planning Platform

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The system uses AI to scan an individual's estate planning documents and extract information.

The ABCs Of SECURE 2.0 Rule Changes

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Tax law specialist Robert Keebler reviews how the law has impacted retirement and estate planning.

Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says

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Advisors still are mostly focused on clients' investments, CEO John Carey said.

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