Results for "estate planning"

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Help clients make a swift evacuation from Hurricane Irma with this checklist

September 7, 2017

Planning ahead for an unexpected storm or fire can help protect your clients' personal and financial well-being. Consider these recommendations for sharing with clients to help them protect important documents and make a swift, safe evacuation....

HUD announces new reverse mortgage rules

August 30, 2017

In a surprise move, the Department of Housing and Urban Development (HUD) announced new rules Tuesday for the government-backed reverse mortgage lending program that allows senior homeowners to tap the equity in their homes while they age in...

Killing estate tax could kill charitable giving

August 25, 2017

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences for something else conservatives cherish -- charitable giving. President Donald Trump along with top GOP lawmakers have proposed...

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...

Why most of your richest clients are also the oldest

August 23, 2017

Six of the 25 richest Americans are over 80, according to the Bloomberg Billionaires Index. Carl Icahn and Charles Koch, for example, are 81. Earlier this month, Sheldon Adelson turned 84 and George Soros hit 87. Warren Buffett, the fourth-richest...

More than a decade later, housing bust still hurts

August 17, 2017

Home prices peaked in April 2006, and have yet to rise above that level. More than a decade and thousands of foreclosures later, advisers are still dealing with problems from the housing collapse. The S&P/Case-Shiller 20-City Composite Home...

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...

Most estate plans aren't dealing with digital assets properly

May 11, 2017

Estate planning is an unpopular topic because it often deals with the harsh realities of loss and death. Far too many people do not have an updated estate plan that meets their current needs, goals or desires. However, having a written estate...

Trump tax proposal leaves advisers in the dark on estate tax repeal

April 27, 2017

The broad-brush tax proposal released Wednesday by President Donald J. Trump repeated his campaign pledge to repeal the estate tax, but failed to provide financial advisers with any additional detail regarding its form. That leaves advisers...

Doubling standard deduction could hurt philanthropic giving

April 27, 2017

Average Americans may curb their philanthropic giving if President Donald J. Trump's proposed doubling of the standard deduction comes to fruition. If taxpayers can shield twice as much of their income from taxes through the standard deduction,...

Social Security update for same-sex couples

April 10, 2017

When is a marriage a marriage? In the case of same-sex couples, it can be complicated, particularly if their union pre-dates the nationwide recognition of gay marriage. On June 26, 2015, the U.S. Supreme Court issued a decision in Obergefell...

Help wealthy clients to avoid deadbeat kids

March 17, 2017

Wealthy Americans who have worked hard for their financial success often have difficulties instilling in their children the same hard-working conscientiousness that helped them achieve financial success. Financial advisers can play a role in...

Clients need to talk more to their heirs about their estates: study

March 15, 2017

Most parents want to leave an inheritance to their childen, but few are taking the time to discuss their plans with their kids or even asking their children what their expectations are. Amerprise Financial found that that 83% of those it surveyed...

RIAs take a soft approach to cross-selling

March 10, 2017

Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the...

Angel Oak's Friedlander: The biggest dilemma today's mortgage industry faces

March 7, 2017

An entire borrowing base has been shut out now that requirements for obtaining a mortgage have been made more stringent following the financial crisis, according to Brad Friedlander, co-founder and managing partner at Angel Oak Capital Advisors.

9 estate planning moves to make regardless of political uncertainty

February 27, 2017

As we wait to see what changes the new presidential administration will bring, it’s very tempting to wait to see what they will be and how they’ll impact our lives. But waiting until we have certainty isn’t the wisest course. Inaction...

IRS wants $700 million from Michael Jackson estate

February 6, 2017

How much are the rights to the late Michael Jackson's name and likeness worth? That's the central question in a case in U.S. Tax Court, according to The Wall Street Journal, which reported that the artist's executors are squaring off against...

Estate-tax flux could boost grantor trusts

February 5, 2017

With the federal estate tax in flux, advisers may want to consider planning strategies that afford some measure of flexibility. For example, there's the grantor trust, a common type of irrevocable trust. (More: What will the estate tax look...

What will the estate tax look like under Trump?

February 5, 2017

While it's clear that President Donald J. Trump wants to scrap the estate tax, it's not clear what financial advisers should be telling their clients as details about the law's demise get sorted out. Mr. Trump has suggested he wants to eliminate...

Families at odds over estates, Fidelity study finds

February 1, 2017

When it comes to discussing their estates, it turns out that parents and their adult children are rarely on the same page, according to a recent study by Fidelity Investments. Although 90% of families say it's important to have frank conversations...

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