by FA Staff
Customer satisfaction with life insurance has historically declined, but that may be changing.
by
Jason D. Field
A conversation between the generations about money and wealth can help resolve many underlying issues.
by
Karen DeMasters
The Build Back Better Act could increase estate and income taxes on grantor trusts, a tax expert says.
by
Dan Moisand
The best course of action is creating a plan to discuss health and quality of life situations when everyone is well.
by
Karen DeMasters
Advisor Paula Mogan explains why remarriage can be an important step in the financial lives of women.
by FA Staff
Research by Clarfeld also found that the next generation has become more open to taking over the family business.
by
Christopher Robbins
It's better to plan now in case recently unveiled tax proposals become law before year's end, the consultant said.
by
Colin Wilhelm
President Biden wants to end the step-up in basis tax break for inheritors of large estates.
by
Alexis Leondis
Private placement life insurance policies are too risky and expensive for people who are merely prosperous.
by
Dan Moisand
The best course of action is creating a plan to discuss health and quality of life situations when everyone is well.
by
Jeff Stimpson
Clients are often lazy about updating their beneficiary designations, advisors say.
by
Joseph Darby III
Here are three strategies to move clients' assets beyond the reach of the IRS.
by
Christopher Robbins
Under new rules, clients should be taking taxable income or distributions sooner rather than later, he said.
by
Jeff Stimpson
Surviving spouses sometimes fall into the trap of believing their finances are already in order.
by
Hannah Shaw Grove
Sometimes, foundations provide philanthropists with abilities that are impossible with DAFs.
