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Estate Planning

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Advisor Ventures To A Mountaintop For Grieving Client

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When a beloved client passed away, her husband made a request that took advisor Christopher Bentley's breath away.

How Do You Divorce A Millionaire?

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A savvy financial advisor should be able to help a spouse negotiate a divorce, attorney Lisa Zeiderman says.

How Inherited Retirement Accounts Can Lead To Hefty Tax Bills

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The SECURE Act mandates that certain beneficiaries have 10 years to empty the accounts.

Wealth Management Group Acquires $1.75B North American Management

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The addition bolsters the company's East Coast presence.

Envestnet Rolls Out Tech-Enabled Trust Planning Solution

by FA Staff

The new platform will integrate fully with Envestnet’s existing ecosystem, including Tamarac and MoneyGuide.

Wills, Trusts And Tax Planning For Adjudicated Disabled Persons And Minors

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Some states allow certain limited guardianship estate planning at common law.

Playing Not To Lose Vs. Playing To Win

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Ask your clients the questions your competitors are afraid to ask.

How To Divide Personal Property In An Estate

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Here are some suggestions on what to do—and not do—when dividing assets in an estate.

How To Plan For LGBTQ, Blended Families, Cohabitation, Other Nontraditional Families

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We live in a different world, and that requires different considerations regarding estate planning.

Proposed IRS Fee Catches Estate Planners By Surprise

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Some are wondering what further changes may lie ahead under the Biden administration.

Estate Tax Planning Opportunities In 2021

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The actual timing and extent of any income tax and estate tax legislation is still uncertain.

How To Use Estate Planning To Prepare For Biden

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The start of the Biden administration and a Democratic Congress means tax changes are inevitable, a Tiedemann executive said.

Former Trustee Who Embezzled $600,000 From Family Trusts Pleads Guilty

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Kevin Brill of Massachusetts used some of the stolen money to buy a vacation home in Vermont, prosecutors said.

The Important New Roles Of Life Insurance In Estate Planning

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Three recent developments present new and important roles for life insurance in estate planning.

Accounting Wiggle Room Will Help Clients Meet New PPP2 Requirements

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Businesses have greater accounting flexibility to qualify for a second round of forgivable financing.

Millennials, It's Time To Talk Estate Planning With Your Parents

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It’s not an easy subject to raise, but best to be proactive before an emergency hits.

Covid-19 Puts Wills, Estate Plans In Spotlight

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Many investors would prefer to sidestep direct conversations about their estate plans, according to a Wells Fargo survey.

Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Why A SLAT Can Be A Good Tax Planning Tool

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A qualified estate planning attorney should be consulted to implement a wealth planning strategy that includes SLATs.

Intellectual Property In Life And Death

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The type of mess surrounding Prince’s estate doesn’t happen just to the rich and famous.

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