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Estate Planning

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For Family Wealth Conversations, Focus On The Why

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There are several ways to help clients who are struggling with how to include their children in the planning process.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

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A company survey found inheritors are anxious about the money they're about to get.

Retirees Torn Over When To Surrender Control Of Assets, Vanguard Finds

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With many retirees dealing with cognitive decline, the issue is rising in importance, according to a company study.

CAPTRUST Acquires Texas Firm With $710M In Assets

by FA Staff

Omega Wealth Partners adds to Raleigh, N.C.-based CAPTRUST's growing presence in Texas.

Keeping The Peace--Planning For Cherished Or Valuable Personal Possessions

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Here are some important considerations to help clients avoid or at least minimize conflict over personal property.

Finra Suspends Wells Fargo Broker For Naming Friend As Client's Beneficiary

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Mark Allen Brewer took the action after Wells Fargo denied a request for his designation as beneficiary, Finra said.

Florida Firm With $1.24B Joins Commonwealth Independent Network

by FA Staff

Aegis Consulting is led by two advisors who spent the bulk of their careers at Lincoln Financial Advisors.

Swapping Assets Can Be Tax-Friendly Move For Some Trusts

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IRS rules allow grantors to swap trust assets to attain better tax treatment.

Accounting For Taxes In Special Needs Planning

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ABLE accounts provide the flexibility to access funds as needed, advisors say.

How To Prepare Clients Now For Looming Estate Tax Changes

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Financial advisors must prepare for any tax law changes or possibilities that could impact their clients' financial legacy.

Ric Edelman: Tech Could Wreck Annuity, Insurance Income

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Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.

Estate Planning Strategies For Gen Z Beneficiaries

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Consider the characteristics of the younger generations to ensure clients' estate planning goals are met.

Why Women Should Not Ignore Prenups And Postnups

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Women out of the workforce might still need the protection of these agreements later.

Parents Drain Retirement Funds To Support Adult Children

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Nearly 70% of parents with kids 18 or older say they've sacrificed their own finances to help them.

Wealthy Clients Better Plan For Election-Time Changes To TCJA

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Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

Estate Planning During A Time Of Economic Uncertainty

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Bank of America wealth managers offer advice on how to adjust estate plans for the current economic environment.

Business Owners In The Crosshairs--No Hiding From Intrusive New Registry

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The Corporate Transparency Act may abolish the right to privacy for 32 million small business owners.

Wealthy N.Y.C. Family Feuds Over $258 Million Madison Avenue Sale

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All of the parties are bold-faced names in Northeastern social and cultural circles.

Financial Planning For Couples Who Totally Disagree

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When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.

Spy Balloon Over Heckerling

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Our correspondent sends dispatches from the Heckerling 2023 estate planning conference

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