Estate Planning

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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.

Spy Balloon Over Heckerling

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Our correspondent sends dispatches from the Heckerling 2023 estate planning conference

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.

Family Wealth Transfers Undermined By Secrecy, Cerulli Says

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Advisors should have tougher conversations about bequests.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Trump Gave Loans To His Kids. Here's How Your Clients Can, Too

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Intra-family loans are useful for achieving a number of objectives, including the transfer of business ownership.

The Case For More Expansive Wealth Management

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You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.

How Rising Interest Rates Can Make Trusts Effective Wealth Transfer Tools

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Trusts' performance as estate planning vehicles are often tied to the federal funds rate.

Boomers, Talk To Your Kids About Their Inheritance

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It's best to be candid about what you are (or aren't) bequeathing to your adult children.

Dynasty Financial Partners With Boulevard Insurance

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The addition will expand insurance services to ultra-high-net-worth clients, Dynasty said.

Answers To Advisors' 2023 Beneficiary RMD Questions

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Advisors have many questions about RMDs for IRA beneficiaries. Here are the answers to the most asked questions.

Captive Insurance As A Retirement Asset And Estate Planning Tool

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Six key advantages for your successful business owner clients.

Trump's Loans To Kids Shines Light On Planning Strategy

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Intra-family loans are useful for achieving a number of objectives, including transferring business ownership.

This Happily Married Ex-Finance Executive Wants To Help You Get Divorced

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He's entering the market following an upswing in marital strain tied to pandemic lockdowns.

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