Results for "estate planning"

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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...

Gray divorce on the rise with longevity trend

August 19, 2016

By now, financial planners are well acquainted with the challenges that increasing lifespans pose to retirement income plans. Longer lives means figuring out how to convert retirement savings into income that must last for decades. Now chalk...

The most important part of a young person's estate plan

August 3, 2016

Young clients, even the millennial children of older clients, probably don't spring to mind as necessary recipients of estate-planning advice. After all, young adults are likely enrolled in college or are early on in their working careers, and...

Advisers busy revising plans one year after Supreme Court guaranteed gay marriage rights

June 23, 2016

Since the Supreme Court decision that legalized gay marriage a year ago this Sunday, advisers have been busy rethinking and redrafting financial and estate plans. In addition to attending lots of weddings, financial advisers who specialize...

How will Muhammad Ali's estate play out?

June 9, 2016

Will boxing legend Muhammad Ali's estate plan float like a butterfly or sting like a bee? While details of Mr. Ali's will haven't yet surfaced following his death Friday, there are particulars of his life, business affairs and family dynamics...

Steering clear of estate food fights

May 15, 2016

The Los Angeles court ruling last week on the advanced health care directive of media mogul Sumner Redstone should serve as a reminder to all of us to plan ahead, especially financial advisers. Time catches up to everyone, and when your mind...

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...

These celebrities (and a U.S. president) also didn't have wills

May 2, 2016

Prince wasn’t the only celebrity who didn’t have a will or testament documents upon his death. He is just the most recent example. A survey found that a majority of Americans do not have a will, even those with children. In the cases of...

If Prince were your client, here's the best piece of advice he should have heard

April 29, 2016

Late musician Prince, known as an artist and world-renowned pop star, remarkably did not have a last will and testament — an all too familiar situation advisers face every day. Prince was among the six in 10 Americans who fail to create a...

Clients still need Social Security advice

April 24, 2016

The Bipartisan Budget Act of 2015 took the wind out of the sails of many advisers who had been looking forward to using a Social Security claiming strategy known as file and suspend on behalf of their baby boomer clients. The option, which was...

Prince's death sets off estate planning quagmire

April 22, 2016

The death of the virtuoso music artist Prince Thursday set off a countdown until the tax man takes a bite out of the star's estate. Relevant parties must determine just how big Uncle Sam's bite will be. In the case of a musical superstar like...

When one spouse tries to sneak away money

April 10, 2016

This month's question comes from an adviser whose client — and old friend — made an unethical request behind his spouse's back. Q: I am a CFP professional and provide financial planning advice and investment management assistance to my former...

Baby boomers' wealth is in their homes

April 10, 2016

An expanded fiduciary standard for financial advisers will put pressure on a variety of areas in the retirement income-planning profession. On the horizon are clear regulatory directives that will force the industry to reduce conflicts of interest...

Serving famous athletes and entertainers poses unique challenges for advisers

February 14, 2016

Before Ed Butowsky became his financial adviser, former Major League Baseball all-star outfielder Torii Hunter lost $70,000 when he invested in an investor's idea to develop an inflatable raft that rests under furniture in case of flooding....

Art and death taxes: Not so certain

February 11, 2016

Determining the fair market value of art for tax purposes continues to be a difficult task. For estate tax purposes in particular, executors face the challenge of establishing art values based on expert opinions, contemporaneous sales of comparable...

Adviser's Consultant: How to create a wealth transfer process for clients

February 10, 2016

Brent Brodeski set out a year and a half ago to beef up Savant Capital Management's estate planning capabilities and create a process for clients who wanted to leave behind a legacy. His first move was to hire a premiere attorney in northern...

Couple's divorce poses conflict for their adviser

February 5, 2016

Q: I got a call from a long-time client last week asking to schedule an appointment without her husband. I try to meet with married couples together, so I asked why she wanted to meet alone. She never has before. She told me that after 25 years...

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