Results for "estate planning"

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As more states recognize gay marriage, planning traps still await couples

January 15, 2015

Retirement and other financial planning is still a mine-field for many same-sex couples, especially those living in the 14 states that continue to bar gay couples from wedding. Even as the legalization of same-sex marriages has swept across...

Bull's-eye: How gun trusts can hit the mark with clients' estate planning

January 14, 2015

When it comes to estate planning for clients with firearms, they could either be sitting on a gold mine or a landmine. Sales of firearms have been climbing. The number of background checks performed by the FBI's National Instant Criminal Background...

Financial adviser sentenced to 51 months for ripping off elderly clients

January 6, 2015

Stealing from more than two dozen elderly clients gets a Bellingham, Wash.-based financial adviser a 51-month prison sentence. Being barred from working with clients in 2005 didn't stop Jeffrey Knutsen from ripping off his clients Don't miss...

The predictable downside of chasing performance

December 31, 2014

Chasing performance is almost always a bad strategy, so don't make it yours in 2015. The culprit is risk. Despite the steady drumbeat to the contrary, active management is not dead. Investing is getting more diversified and less expensive. In...

Chris Rock's divorce offers lessons in divorce planning

December 30, 2014

Every crisis contains a lesson, and advisers could learn a thing or two from Chris Rock's impending divorce from his wife of 18 years: Review your clients' prenuptial agreements. Gossip sites have been buzzing with the news of the comedian's...

7 biggest celebrity estate planning lessons of 2014

December 29, 2014

Celebrity estate plans often allow financial advisers a look at the mistakes and opportunities tied to certain strategies, and the biggest stories of the rich and famous in 2014 were no exception. From the battle over the value of one musician’s...

Strawberry strikes out with advisers

December 23, 2014

Darryl Strawberry's contract is striking out with financial advisers. Indeed, advisers said they would shy away from bidding on it an Internal Revenue Service auction next month. The remaining annuity from the deferred compensation Mr. Strawberry...

5 wealth and estate planning lessons from Grumpy Cat - Lessons for handling sudden wealth, via Grumpy Cat

December 12, 2014

Grumpy Cat has died. Here's a column on planning that she inspired back in December 2014. Internet star Grumpy Cat may not be quite as wealthy as everyone thought, but she does make a great case for financial and estate planning in light of...

Joan Rivers' estate planning gambit: A New York state of residence

December 11, 2014

Joan Rivers' will is generating plenty of chatter in the estate planning community, as the document suggests the comedienne reduced her estate tax burden by claiming residency in one state and being based elsewhere. The late Ms. Rivers, who...

Americans have a low retirement IQ

December 3, 2014

Americans' retirement income IQ is depressing. In a recent survey by The American College of Financial Services, only 20% of those surveyed can pass a basic quiz on the steps they need to take to secure their finances after retiring. “No one...

Why the IRS is toothless in the fight against supersized IRAs

November 20, 2014

Government Accountability Office solves the riddle of the multimillion-dollar IRA. Turns out the IRS is toothless in the fight because of endless legal disputes over asset values. Filling retirement accounts with stock that isn't publicly traded....

Early detection of Alzheimer's would allow for better financial planning

November 18, 2014

A new blood test being developed to detect Alzheimer’s can identify the disease up to a decade before a clinical diagnosis can spot the signs, a development that should help financial advisers better plan for their clients’ future. “From...

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...

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...

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...

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