Many affluent young investors still lack basic estate plans, new research shows. That’s a gap that…
Tag: Estate planning
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…
Jimmy Buffett’s widow sues to remove trustee of $275 million estate
Jane Buffett, the widow of singer Jimmy Buffett, is seeking to remove the co-trustee of her…
FP Alpha debuts Estate Insights 2.0
AI-powered tax, estate and insurance planning platform FP Alpha on Tuesday introduced an upgraded version of…
Fifth Third offers wills to its customers, free of charge
Fifth Third is giving new meaning to the term “free will.” The Cincinnati-based regional bank is…
How financial advisors can plan ahead to prevent elder abuse
The possibility of dementia or other forms of diminished capacity among older clients begs the need…
The basics of tax-aware long-short investment strategies
Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider…
How one RIA found its succession plan
Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession…