Low interest rates and changing laws mean rethinking wealth transfer strategies.
Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
Advisor Emporium
Transferring assets to your children in order to qualify for government benefits is a fairly standard practice these days, but the move can cause problems if it's not done properly.
A lot of people would rather face anything but their own mortality. So many don't, leaving their estate plans unmade or out of date.
If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage.
Dealing with demanding heirs comes with the territory for trust and estate advisers, but the amount of time and energy spent on them seems to be growing.
Estate planning often takes place in the office of a lawyer or advisor, but those professionals can gain a big advantage when they make house calls.
Most states don't have laws governing the inheritance rights of children conceived after a parent dies even as the use of reproductive technologies has doubled in the U.S. over the last decade.
With credit easing but the economy still weak, small-business owners looking to sell their stakes are turning more often to Employee Stock Ownership Plans.
Estates are often shrouded in some mystery even for the people who plan and manage them.
Many parents are saving more of their estate for their own expenses, and shrinking the amount they plan to leave for heirs.
Even as their numbers continue to grow, African-Americans conceivably constitute one of the great untapped markets when it comes to financial services.
As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
As trusts grow more popular, the need to appoint the right trustees becomes crucial.
When a child grows up, falls in love and marries, his or her parents may not share the warm feelings-or want to share their wealth.
While this year's lapse in the estate tax hogs the spotlight, a lesser-known gap is offering many affluent older people a tax-free way to pass on some of their wealth to grandchildren.
The families of wealthy people who died early in 2010 are starting to confront a confused set of deadlines in this rare year of no estate tax.
Some financial advisors are pressing business-owning clients to get up-to-date valuations of their business in order to adjust their retirement and estate plans accordingly
Many clients want to control how quickly their children can draw down the retirement accounts they inherit, but setting up trusts can sometimes be a complicated and risky process.