Estate Planning

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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.

Covid Helped Pull Down U.S. Lifespans By Most In 75 Years

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About 3.4 million deaths were registered in the U.S. last year, almost 529,000 more than in 2019.

Some Advisors Breathe Sigh Of Relief As Build Back Better Fails

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But the failure of Democrats' signature legislation leaves uncertainty in its wake.

Tax Bills For Rich Americans In Doubt With Biden's Plan Adrift

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Advisors should be wary, as Congress can always change tax rules mid-season.

Tax Moves To Take As Regulators' Attention Turns More To Trusts

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If the Build Back Better bill is resurrected next year, taxes may go up on certain types of trusts.

Getting Real With UHNW Clients On Family Governance

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Here are a few things to keep in mind as you get started talking with your clients about family governance.

Talking Family Wealth Over The Holidays--Not As Easy As It Seems

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How advisors can be more intentional when suggesting families initiate conversations around money.

Rich Business Owners Are Rethinking Retirement In Pandemic's Fallout

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The pandemic is forcing many of the world's rich to reconsider their succession arrangements, a new survey says.

A 'Golden' Trifecta Offers Rare Opportunity For Advanced Tax And Estate Planning

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High-net-worth clients should be considering trusts now, said Boston Private's Jason Cain.

Inherited IRAs: What Clients And Their Heirs Need To Know

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Make sure they limit how much their heirs owe in taxes when the IRA comes into their possession.

Keeping An Eye On ILITs

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It's time to revisit a common and popular estate planning tool.

Ed Slott Offers Three Strategies For Tax-Efficient Charitable Giving

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Some clients may benefit from using their entire lifetime tax exemption this year, the consultant said.

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