Taylor Swift and Travis Kelce have been making headlines about their high-wattage celebrity engagement. Swift’s “Your…
Tag: Estate planning
How wealth management firms can scale growth
The various ways advisors can scale their businesses were on display during several panels and sessions…
The tax and planning problems with elephant IRAs
For the vast majority of clients, individual retirement accounts with a lot of assets represent a…
OBBBA impact on charitable donation strategies
Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether they…
Non-grantor trusts could stack big tax breaks under OBBBA
The One Big Beautiful Bill Act will lead to a “renaissance” of income tax planning through…
How to retain widowed clients in the great wealth transfer
The great wealth transfer will see an almost unimaginable amount of money delivered into women’s hands…
How and why to disclaim an inheritance
Not everyone wants an inheritance. Popular reasons for rejecting a windfall include avoiding tax hits, preserving…
OBBBA boosts estate and gift planning opportunities
The sprawling new tax law dubbed the One Big Beautiful Bill Act includes a number of…
Posthumous AI avatars are here. Estate planning needs to adjust
Last week, former CNN correspondent Jim Acosta promised a “one-of-a-kind interview.” This turned out to be…
Escalent: Some affluent investors don’t have estate plan
Many affluent young investors still lack basic estate plans, new research shows. That’s a gap that…
How financial advisors can help clients move abroad
Maybe they’re inspired by the prospect of a lower cost of living and healthcare. If they…
How businesses get big tax savings in OBBBA
Financial advisors and tax professionals with clients who own businesses of any size can help them…
Estate planning strategies and tools for financial advisors
Enjoy complimentary access to top ideas and insights — selected by our editors. Financial advisors and…
American College, RISR team up on business succession clients
Years ago, the owner of a small insurance firm that was about to change hands came…
Avoiding capital gains taxes with highly appreciated stocks
For families locked into highly appreciated stock that could bring a big tax hit from the…
Carefull’s LegacyKit looks beyond ‘dumb vaults’
Advisors have a new tool to ease family wealth transitions while solidifying relationships with next-gen clients. …
AARP launches Dementia Hub to help financial advisors
Financial advisors and wealth management firms have new resources from AARP designed to help them prepare…
Why life insurance, annuities are financial plan must-haves
Issues around financial security are deeply personal, especially when life shifts unexpectedly around you. For me,…
How advisors can reduce estate planning conflicts in 4 steps
Whether it’s a reluctance to discuss death or hesitation to ask about inheritance, a lack of…
3 insights for financial advisors serving LGBTQ clients
When it comes to financial planning, no two clients are the same. Financial advisors say that’s…
Tax savings for business owners hiring kids
Business owners who employ their children in a reasonable but limited capacity at their firms can…