Estate Planning

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The Evolution Of The Family Office And Preparing For The Future

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Stuart Katz of Lido Advisors discusses the steps families should take to protect, grow and preserve their legacies.

Increasing Wealth Not Calming Younger Investors, Advisors Say

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The young have benefited from the great wealth transfer, but still suffer investing anxiety.

NFL Succession Crisis Forces Teams To Let Private Equity In

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The NFL has formed a special committee to consider ending a block on private-equity funds.

Smarter Ways To Gift And Transfer Carried Interest

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Heed the power of derivative contracts, but beware of the vertical slice rule.

How To Capitalize On The Great Wealth Transfer

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Millennials are on track to become the wealthiest generation in history.

Prospera Launches Family Office Services Platform

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The platform gives advisors to ultra-high-net-worth clients access to a new set of services.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Benefactors Can 'Insure' Heirs' Legacy, Brokerage Executive Says

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Properly planned insurance can not only protect, but enhance, legacy, Chad Druvenga says.

Three Estate Planning To-Dos For Before Year's End

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Advisors need to be aware of deadlines that have use-it-or-lose-it consequences.

Heirs Beat Self-Made Billionaires For First Time In UBS Survey

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The survey points to a historic shift as billionaire entrepreneurs hand over their fortunes.

Warren Buffett Says His Will Is Going To Be 'Simple' And Public

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Buffett is the world's ninth-richest person, with a $120.8 billion net worth.

How To Keep The Clients' Kids In The Firm's Family

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Showing the children what you did for the parents is one key, advisors say.

Young Investors Ditch Parents' Advisors And Opt For Their Own

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Fewer than one in five of affluent investors use their parents' advisors, according to Cerulli Associates.

Investors Fail To Discuss Estate Planning With Parents, Study Finds

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Fewer than one-third of U.S. adults in a Northwestern Mutual survey say they have spoken with parents about estate planning.

How To Ensure Trusts Hold Up To IRS Scrutiny

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The IRS crackdown on wealthy taxpayers includes a renewed focus on trusts, advisors say.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors often have to bring up this sensitive topic with clients.

5 Reasons Why AI Should Not Be Used To Draft Estate Plans

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Experts are raising the alarm--AI will replace lawyers when it comes to estate planning.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs but can often help family members.

Start Planning Trusts Now For Potential Estate Tax Changes, Advisors Say

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The federal estate tax exemption is scheduled to plummet in 2026.

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