Estate Planning for Cryptocurrency

Digital currencies are quickly evolving from niche investments to mainstream assets. Whether you’re a believer or…

Creative Planning to Acquire $235B SageView

Creative Planning, the Overland Park, Kan.-based registered investment advisor with more than $370 billion in assets…

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 Estate Planning and Life Insurance

Since the passage of the One Big Beautiful Bill Act, ?I’ve been watching how estate planners,…

Betterment Bringing Vanilla’s Estate Planning to RIAs

Betterment Advisor Solutions, the custodial platform for independent RIAs, has formed a partnership to give advisors…

Creative Planning Adds $1.3B San Jose-Based RIA

Creative Planning has hired another plus-$1 billion Silicon Valley area registered investment advisor as it looks…

5 tax planning challenges facing financial advisors

The large wealth and asset management firms that must recruit and retain financial advisors to keep…

Succession Planning Isn’t Optional, It’s Urgent

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies,…

Planning to Claim Social Security in 2026? 3 Things to Do Ahead of Time.

Key Points At this stage of the year, a lot of people are gearing up for…

Include Well-Being Trusts in Your Planning Toolkit

www.shenkmanlaw.com www.laweasy.com Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in…

OBBBA boosts estate and gift planning opportunities

The sprawling new tax law dubbed the One Big Beautiful Bill Act includes a number of…

Estate Planning Isn’t Just for Lawyers

A widely cited 2022 Spectrem Group study revealed that 93% of clients sought estate planning advice…

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…

George Foreman and Legacy Planning

In this episode of Celebrity Estates, host David Lenok welcomes Ian Freeman, founder of The Freeman…

SBI Holdings Denies Filing Crypto ETFs, Says Products Still in Planning Stage

Japanese financial services conglomerate SBI Holdings denied media reports that the company had filed for crypto-related…

Shifting Focus from Estate Planning to Lifetime Value

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market…

Wyden probes IRS failure to investigate Jeffrey Epstein’s tax planning

Sen. Ron Wyden, D-Oregon, the top Democrat on the Senate Finance Committee, has written a letter…

Estate planning strategies and tools for financial advisors

Enjoy complimentary access to top ideas and insights — selected by our editors. Financial advisors and…

Tax planning for parents under OBBBA

The One Big Beautiful Bill Act hiked and enshrined some tax savings for parents into permanent…

Unlocking Estate Planning Potential with Carried Interest

The passage of recent tax legislation has brought welcome clarity to estate planners and private investors…

Long-term process, not product, key to retirement planning

In September 2007 I made the career shift from airline pilot to financial planner. The transition…

Student loan cap poses planning problems for advisors

Students planning to pursue advanced degrees could soon face a complicated financial situation thanks to a…