Results for "estate planning"

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Mixing tax time and the holidays

November 16, 2014

The next eight weeks are critical for both investors and their financial advisers. It is the time when year-end tax planning takes place. Financial advisers are aware of this season, but clients usually need to be reminded and encouraged to...

Most Medicare beneficiaries overspend on out-of-pocket costs

November 16, 2014

Studies consistently show that 90% to 95% of Medicare beneficiaries are overspending on their out-of-pocket health care costs. How is that happening? Generally speaking, most people don't understand their coverage and the choices they can make...

Ring out the old year with a bowlful of tax strategies

November 6, 2014

With fewer than eight weeks left in the year, it's time to gear up for year-end tax planning. This year was a painful one for many high-net-worth taxpayers as they contended with higher levies on their 2013 returns from the American Taxpayer...

So you want to meet the family?

November 5, 2014

In December of 1843, Charles Dickens released a wonderful story entitled "A Christmas Carol" in which a crotchety old tightwad discovers the pleasure of sharing his wealth and the emotional gratification that comes from helping others in need....

What to do about dementia? Advice for the adviser

November 3, 2014

What would you do? My client, Alice, seems confused. Last week she called to request a withdrawal of $50,000. Today she is calling again to ask for $50,000. She doesn't remember the request she made a few days ago and she can't seem to explain...

The 3 most important things advisers should do when helping clients with dementia

November 3, 2014

When Steve Starnes' grandmother was diagnosed with Alzheimer's disease in 2004, his first year as a financial advisor, he immediately recognized the value of his services to families affected by dementia. In fact, his grandmother was one of...

Foreign family offices open outposts in U.S.

October 31, 2014

As the U.S. powers the global economic expansion in its fifth year, the world's rich are counting on American companies to help increase their fortunes. At least a dozen family offices administering fortunes made in Europe, Asia and South America...

Distinguishing financial planner from investment adviser

September 22, 2014

What's the difference between a financial planner and an investment adviser? At least three things. You say tomato, I say financial adviser Gold looks more tarnished by the day. Is this the time to jump in or cut losses? The ongoing gold argument...

Mediating disputes between spouses part of advisers' job

September 21, 2014

Watching a longtime married couple in their late 50s driven to the brink of divorce over financial issues, Lili Vasileff realized her role as a financial planner was morphing into that of a marriage counselor. The couple had paid for college...

Bernie Madoff's son leaves more than $15M in his will

September 12, 2014

Andrew Madoff, the son of convicted Ponzi schemer Bernard Madoff, left more than $15 million in property to his children, wife and fiancee in his will following his death from lymphoma this month. Andrew Madoff listed $11 million in personal...

Frustrated Fed calls out consumers for saving too much

September 3, 2014

When all else fails, blame the consumer. Six years into one of the most aggressive monetary programs in U.S. history, the Fed is now pointing to consumer saving habits as the cause of the stubbornly-low inflation. Banks aren't the only ones...

Morgan Stanley bets big on stocks

September 2, 2014

Morgan Stanley gets ultra-bullish, says the S&P's 200% climb off the bottom is just the beginning. S&P at 3,000 is possible Millennials are losing ground in retirement planning by living in the moment. Financial advisers have their work cut...

Possible fee refunds for poor performance spur debate

August 29, 2014

Offering refunds on managed-account fees when portfolios lose value grabbed readers' attention this week in the wake of news that TD Ameritrade Inc.'s retail advisory service had gotten the green light to pursue this approach. The hot-button...

Smart beta, by any other name, is still smart

August 28, 2014

Smart beta, the marketing gimmick that is sweeping across the ETF space. And for good reason. Unable to kill smart beta, critics love to hate it When it comes to active portfolio management, most investors are giving up gains to fees. A bad...

The Fed should raise rates, but it won't

August 25, 2014

When the Fed is likely to raise rates and when the Fed should raise rates are necessarily the same. Don't hold your breath for higher rates anytime soon The thirst for diversification is driving more financial advisers to options investing....

Delaware becomes first state to enact digital assets law

August 22, 2014

Delaware Governor Jack Markell this month signed a bill that would grant fiduciaries wide access to the digital assets and accounts of incapacitated or deceased individuals. Gov. Markell signed Delaware's House Bill 345 on Aug. 12. Entitled...

What's next for Robin Williams' family?

August 19, 2014

The initial shock of Robin Williams' tragic death is giving way to reflections of his memory and legacy. Many people are also asking what happens next for his family, and what shape was the estate in that he left behind. Mr. Williams was survived...

Adviser movement heats up the dog days of summer

August 15, 2014

It was a week of departures in the adviser space. LPL Financial saw more high-level turnover as its chief market strategist, Jeffrey Kleintop, heads to the Charles Schwab Corp. Firms' ability to tell when one of their brokers is on the verge...

Publication of Robin Williams' trusts highlights privacy concerns

August 14, 2014

One key estate and trust lessons is in store in light of the late Robin Williams' trust documents ending up all over the Internet: Privacy is everything. News of Mr. Williams' death at age 63 hit the web Monday evening. It didn't take long for...

What last week's junk bond selloff means for stocks

August 11, 2014

Why last week's junk bond selloff could be a sign of trouble for stocks. Antiquated trading system exposes risks Morningstar advises going back to the basics with bond funds, points out some weaknesses in popular nontraditional bond funds. Bank...

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