Estate Planning

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Heirs To $19 Billion Face Succession Doubts From Family Offices

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Family office exes aren't so sure the next generation is ready to take over the wealth.  

This Is Your Last Chance For Some Year-End Tax Moves, Ed Slott Says

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It's a lot harder to get tax moves done after the middle of December, Slott said.

Four Ways To Start The Estate Planning Conversation With Hesitant Clients

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Estate planning can feel overwhelming to clients. Here are ways to help them navigate the process.

Why Firms Will Need An 'All Tools' Approach To Estate Planning

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The estate tax exemption jumped almost $1 million for 2023, the result of recent IRS inflation adjustments.

Inflation Is Great News For Tax Planners, Ed Slott Says

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There's a chance that tax planners will look back at the years 2022-2025 as “the good old days," he said.

John Paulson Seeks To Shut Down Wife's Suit Alleging Hidden Billions

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Paulson filed for divorce from his wife of 21 years over a year ago.

How to Run A Family Office Like An Agnelli

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Family can be your strength; it can also be your undoing.

Confusion Reigns On IRS Penalty Waiver For Missed RMDs, Advisors Say

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The changes impact designated beneficiaries who are inheriting retirement accounts.

How To Prepare For Coming Gift Exemption Changes

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The divided Congress means that the fate of the estate tax exemption is unpredictable.

Should Investors Make IRA Contributions After RMDs?

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As with most financial questions, the answer depends on several nuances.

Super-Rich Americans Paid 97% More Estate Tax During Pandemic

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But some experts say the increase was likely an aberration driven by a spike in death levels.

Lottery Winner Hides $30M Jackpot From Wife And Child

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The southern China resident said he doesn't want his wife and child to get lazy.

When IRA Planning Is A Family Affair

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You must ask clients with excess IRA assets about where they want their money to go.

Rooting Out Estate Planning Opportunities

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These tips will help clients and win over attorneys as referral sources.

Start A Foundation Before Year's End

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Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.

Wealthy Investors Tell UBS Why They Split Inheritances Unevenly

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Two-thirds of investors said they struggle with dividing their assets fairly.

Clients Want Financial Advisors To Take The Lead, Consultants Say

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"Advisors who truly grow are the ones who do so in challenging times,” consultant John Bowen said.

Americans Lack Estate Plans, Healthcare Directives, Survey Finds

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Seventy-two percent of women do not have an estate plan, the study found.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

Estate Planning For A New Day

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Changes in inflation and interest rates are making people re-evaluate estate planning decisions.

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