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Estate Planning

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Handling Estates Like An LLC Can Reduce Taxes

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These types of structures are also useful for transferring assets within a family.

How To Handle Finances When You Find Love After 50

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As more older Americans find love and live together, their personal finances can get messy.

Why Your Female Clients Should Be In The Family Money Discussion

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A recent UBS study found that half of married women leave the financial decisions to their spouse.

Exploiting Both Low And High Interest Rates For Wealth Transfers

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It pays to plan ahead for both low- and high-interest-rate environments in these volatile times.

New IRS Proposed RMD Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

You Can Offer Advanced Planning To Every Client With The Right Tech

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With the right tech, you can offer advanced planning in-house without investing more time and energy.

How Advisors Can Avoid Getting Sacked By Heirs

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Studies say young adults are prone to firing their parents' advisors. But this advisor says it doesn't have to be that way.

Shale King Harold Hamm Is Passing Billions To His Heirs Tax-Free

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Hamm used an LLC and more than a dozen different trusts to complete the transfers.

Estates And Trusts Shouldn't Forget This Tax-Saving Device

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The 65-Day Rule allows trusts and estates to pass on tax burdens to beneficiaries.

Tax-Free Inheritances Fuel America's New $73 Trillion Gilded Age

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Almost half of all U.S. wealth transferred over the next quarter century will come from the top 1.5% of households.

Merrill, Other Advisors Embrace Financial Gerontology Training

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More than 1,245 Merrill Lynch advisors have earned financial gerontology certificates.

New Purposes For ‘Bypass' Trusts In Estate Planning

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Full or partial funding of bypass trusts with retirement assets may make sense today.

Taking Assets Off The Table

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Domestic asset protection trusts can protect wealthy clients with vulnerable assets.

Left Brain Or Right Brain Retirement

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It's not one kind of thinking that's going to serve our clients.

Estate Planning For Foxes And Hedgehogs

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Some people want to avoid risks in estate planning, and yet end up making harmful snap decisions.

The Modern Family Comes To Wealth Management

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Tips for advisors to better facilitate family conversations that engage family members across all generations of wealth.

Single Mothers Cited As Those In Need Of Most Financial Guidance

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Single moms, divorced women and the elderly face especially severe financial disadvantages, authors of a new book say.

A New Purpose For 'Bypass' Trusts In Estate Planning

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Full or partial funding of bypass trusts with spousal retirement assets may make sense today.

Advisors Say Rise In At-Home Drinking Is Its Own Epidemic

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Advisors need to protect client assets from the cost of dependency or addiction.

No, Getting Married Isn't Always Financially Beneficial

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Before legally clients yoke themselves to another person, it's perfectly reasonable to pause and make sure it makes sense.

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