Results for "estate planning"

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Will of Anthony Bourdain could be open to legal dispute

July 9, 2018

Details from Anthony Bourdain's will reveal the celebrity chef, television personality and author may not have been as wealthy as many believed and his estate could be vulnerable to a legal dispute. According to documents filed Thursday with...

Capital Group, sponsor of American Funds, launches savings accounts to help with disability costs

July 17, 2018

Capital Group, which sponsors the American Funds brand of investment products, on Friday launched ABLEAmerica, a tax-advantaged savings plan for individuals with disabilities and their families. These accounts will be the first of the ABLE plans...

When your client dies, who gets their airline miles?

June 19, 2018

When your client dies, who owns the pictures on their Facebook page? Who has control of their electronic bill-payment sites or bitcoin account? Who is responsible for shutting down or memorializing social media sites? Digital rights ownership...

Stan Lee: Estate planning takeaways from the Marvel legend's elder-abuse saga

June 15, 2018

Financial advisers can draw some key estate-planning lessons from the controversy surrounding Stan Lee, the 95-year-old Marvel Comics legend whose vast fortune is allegedly under attack from financial predators. Mr. Lee, who co-created such...

Alphabet soup is hot, and clients will pay more for those letters

July 16, 2018

Say what you will about the expansive alphabet soup of financial-planning credentials and designations, but new research shows consumers are migrating toward those advisers with letters listed after their names. "We found that consumers value...

Advisory firm tapping a philanthropic force with support for India

June 5, 2018

Wayne McDaniel doesn't recall exactly when or how he started feeling philanthropic toward some of India's poorest citizens, but he has never wavered on his commitment to helping make their lives better. "I think almost everybody can do more...

Advisers: Technology alone won't transform your business

May 29, 2018

Technology isn't the magic wand for financial advisers hoping to expand their practices beyond portfolio management services. New tools and platforms can add significant value if used correctly, but most financial advisers are taking the wrong...

Why the super wealthy may want to fund life insurance with a loan

June 22, 2018

Wealthy clients looking to use life insurance in their estate plans may find that funding their policies with a loan makes sense, especially as interest rates are still relatively low. The goal is to exploit low interest rates to get a cheap...

Odds are, the $700M Powerball winner will need lots of advice

August 23, 2017

Even if the odds of winning the $700 million Powerball jackpot on Wednesday are 292.2 million to one, and even if you've got a better chance of being attacked by a shark that then gets struck by lightning, it could happen. And that's where the...

Advisers use ethical wills to look beyond client assets

June 19, 2018

Sometimes an inheritance is more about the legacy than the assets being passed down, and sometimes it's a little bit of both. Enter the ethical will, which is also known as a "legacy letter" or "living legacy" by financial advisers helping their...

Improving the efficiency of wealth transfers

July 19, 2017

The last 30 years have revealed deficiencies in traditional estate planning. A huge transfer of wealth from the greatest generation to baby boomers was predicted; much less was actually transferred. There is significant research about the discrepancy...

JPMorgan $8 billion loss to widow faces massive reduction

March 30, 2018

JPMorgan Chase & Co. will probably face a judgment of no more than $90 million in a lawsuit claiming mismanagement of an estate that initially brought a jury verdict of $8 billion in punitive damages. In September, a Dallas jury awarded excessive...

Higher estate-tax exemption level could mean less work for advisers

March 22, 2018

For most financial advisers, the tax-reform package has at least temporarily taken estate planning off the table by raising the estate exemption to a level that only affects one-tenth of 1% of taxpayers, or about 1,000 taxpayers per year. "This...

How to attract high-net-worth clients

May 3, 2018

In a financial advisor's perfect world, their book of business would contain many high-net-worth (HNW) clients. Unfortunately, this is often not the case. While it sounds ideal to have a book full of HNW clients, attracting and retaining them...

What the loss of Prince can teach us about estate planning

May 5, 2016

For many people, thinking about what will happen to their estate after they die is too uncomfortable or too complicated of a topic to tackle. Some decide to wait. Some decide that a plan is not necessary. Others simply never get to it. But for...

Yours, mine and ours: An estate planner's nightmare

June 21, 2015

Every day, we hear about the many challenges of an aging population. With advancing age comes those hard-to-discuss end-of-life planning issues, something with which financial advisers are all too familiar. And we know most advisers want to...

Private-equity veterans build $2 billion advisory firm from scratch

June 26, 2018

The wealth management space has become an attractive target of deep-pocketed private-equity investors, but rare is the private-equity investor launching a financial advisory firm from scratch. Enter Cresset Capital Management, a 1-year-old Chicago-based...

Fintech aims to digitize estate planning

February 14, 2018

Technology has digitized goals- and cash-based planning, but developers have largely ignored the final phase of an investor's financial life — after-death planning. The estate planning world still relies primarily on paper documents and file...

Buzz Aldrin dust-up highlights the challenges facing older clients

June 25, 2018

Financial advisers working with elderly clients should take heed of the legal brouhaha involving former astronaut Buzz Aldrin and two of his children. Mr. Aldrin, 88, who set foot on moon during the 1969 Apollo 11 mission, has gone to court...

Barron's estate sale: What $55M will get you

May 12, 2010

For decades, "The Oaks" was the oceanside playground of the Barrons and the Bancrofts, heirs to the Dow Jones and Wall Street Journal fortunes. Today, the 20,000-square-foot mansion with 45 rooms and surrounding properties went on sale with...

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