Jane Buffett, the widow of singer Jimmy Buffett, is seeking to remove the co-trustee of her…
Tag: Estate planning
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…