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By Paula Aven Gladych |
May 24, 2012
Most boomers and elders say family stories, not money, are the most important aspect of their legacy.
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By Michael S. Fischer |
May 22, 2012
Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.
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By Victor Sanchez, M.B.A., CLU |
May 21, 2012
As the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions.
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By Danielle Andrus, AdvisorOne |
May 18, 2012
Inheritors want to be ‘good stewards’ to family wealth and want to be more involved in investment decisions.
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By Joyce Hanson, AdvisorOne |
May 11, 2012
The tax planning expert spoke about annuities in IRAs and Qualified Lifetime Annuity Contracts.
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By Gavin Morrissey, J.D., LLM |
May 8, 2012
Estate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?
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By Staff Writer |
May 3, 2012
As both a risk-management tool and a wealth-management tool, life insurance should be handled in different ways.
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By Staff Writer |
May 2, 2012
Estate planners should advise clients to consider planning for dependents, pets and intangible digital assets.
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By Warren S. Hersch |
May 2, 2012
Regardless of the outcome of the 2012 elections, Congress and the future president are likely to settle a permanent estate tax in 2013 because of the need to bring the burgeoning budget deficit under control.
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By Danielle Andrus |
May 1, 2012
The traditional focus of estate plans has changed for the boomer generation.
