Results for "estate planning"

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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...

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...

Nearly 60% of Americans don't have wills

February 6, 2017

Only 36% of U.S. adults with children under age 18 have a will or living trust, and just 42% of all U.S. adults have such documents, a new study from finds. Older Americans are better prepared than younger ones, with 58% of Baby Boomers...

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...

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...

Many wealthy Americans haven't planned for the transfer of their assets

January 31, 2017

Affluent Americans aren't doing much to prep the next generation to inherit their riches, creating a wealth of opportunity for financial advisers who can convince clients to focus on legacy planning. Even though about $4 trillion is set to be...

Without a will, Prince lost control of his music

January 19, 2017

During a career spanning almost four decades, Prince broke with his record label, changed his name and yanked his songs off popular streaming services to prove a point: No one could tell him what to do with his music. Though the impulse to control...

Heading to Canada? Consider the cost

November 9, 2016

Anyone claiming the election of Donald Trump as the next president will push them to relocate to Canada, or anywhere outside the U.S., probably doesn't appreciate the financial implications of such a move. Every four years some U.S. citizens...

Technology can offer support to advisers with aging clients

October 27, 2016

Financial advisers increasingly worried about serving aging clients who may suffer from dementia or even Alzheimer's Disease can begin to look toward technology for some relief. New fintech efforts focus on arming financial advisers with tools...

Advisers say this part of Hillary Clinton's estate-tax plan is worse than the higher rate

September 23, 2016

Democratic presidential nominee Hillary Clinton took another stab at the nation's wealthiest Americans on Thursday, endorsing an increase in the top estate-tax rate — a sharp contrast to her opponent Donald Trump's plan to eliminate the estate...

Managed payout funds a tough sell to investors

September 20, 2016

Mutual fund companies are trying hard to tap into the guaranteed income market — without actually guaranteeing income — via managed payout funds. How do they stack up against immediate annuities, the go-to choice for many investors who want...

Surprising trials of passing down vacation homes

August 23, 2016

Vacation homes are more prevalent than ever but passing on these cherished properties to the next generation is turning out to be less than delightful in some cases. Parents and their adult children can have different ideas about what's to become...

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