Results for "estate planning"

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Advisers beware: Corporate inversions could mean higher tax bills for your clients

August 4, 2014

The recent phenomenon of corporate inversions — a tactic wherein U.S.-based companies merge with foreign companies to take advantage of lower corporate taxes — means advisers and attorneys need to be vigilant about potential higher taxes...

Traditional advisory firm hammers out deal with robo-adviser

August 1, 2014

As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry. Redhawk Wealth Advisors,...

Donald Sterling's battle holds harsh lessons for advisers

July 30, 2014

Donald Sterling has emerged from probate court, heralding not only the impending sale of the Los Angeles Clippers professional basketball franchise but also bringing some harsh tax and estate planning lessons for advisers. Mr. Sterling, 80,...

The way you think about contingency planning is about to change

July 23, 2014

Let's face it, drafting a contingency plan that allows your practice to go on without you isn't fun — or easy. If it were, more than 20% of financial advisers might actually have an executable contingency in place. On July 28, the way you...

The latest wrinkle in estate planning: Digital assets

July 20, 2014

Few people are able to monetize the time they spend cultivating photos on their Pinterest accounts, but commercial pilot Dan Ashbach knew he was sitting on a gold mine when he attracted more than 1 million web followers and marketing companies...

Charitable giving bolstered by improving economy

July 15, 2014

Numbers for Schwab Charitable, a national donor-advised fund where investors receive immediate tax benefits but make grants over time to their chosen charities, has grown tremendously during its fiscal year 2014. Individuals granted out $822...

Carl Icahn advises caution in the equity markets

July 11, 2014

Carl Icahn used yesterday's market reaction to Portugal's banking crisis to remind investors that stocks are in risky territory. When the billionaires get nervous, take notice. 'I'm very selective about companies I purchase' Low-volatility and...

Clintons shine spotlight on tax strategy that splits a house in two

June 27, 2014

An oldie-but-goodie tax strategy is back in the limelight thanks to the Clintons' much-publicized attempts to soften the blow of estate and gift taxes. The qualified personal residence trust is back. Bill and Hillary Clinton are making headlines...

Barclays in the hot seat over charges it courted high-frequency traders

June 26, 2014

Barclays discovers the dark side of dark pools. Investors react to charges that the international banking conglomerate favored high-frequency traders. Disclosing details to ensure aggressive trading strategies were effective The looming 401(k)...

Sting and other wealthy celebrities don't want money to ruin their kids

June 23, 2014

Rock musician Sting yesterday joined a chorus of wealthy people such as Warren Buffett who don't want affluence to ruin their kids' chances at a fulfilling life. He told the Daily Mail, a British news outlet, that he worries that too large an...

Family feuds are complicated by wealth

June 20, 2014

Turns out there’s proof that money doesn’t solve all problems. Family dynamics and complex financial circumstances are often complicated by increased wealth, the 2014 U.S. Trust Insights on Wealth and Worth survey found. “We would argue...

How gay couples can act on Social Security benefits now

June 19, 2014

As the number of states that recognize gay marriage continues to grow, it is important for financial advisers to be aware of the Social Security benefits that may be available to clients now or in the future. Since the Supreme Court struck down...

Clintons jump through financial planning loopholes to dodge estate taxes they support

June 17, 2014

Bill and Hillary Clinton write the book on how to shrink the size of an estate for tax-saving purposes. These are the same Clintons who support estate taxes for everyone else. Awkward. Financial planning strategies benefitting the top 1% Commission-hungry...

How to connect with your clients' adult beneficiaries

May 19, 2014

I am involved with a number of adviser forums, where we address some of the timely issues facing our respective firms. A consistent theme has been the desire to do a better job connecting with our clients' adult beneficiaries. The reason we...

Addressing client dementia

May 14, 2014

Advisers have little training on working with older clients, but they need to be vigilant about certain realities that should not be ignored, including signs of dementia. “My grandmother had Alzheimer's, and she was one of my first clients,”...

Obama unleashes secret economic weapon on Russia

May 6, 2014

Twenty-nine of the 30 Dow Jones companies have supported the Clintons in some way, shape or form. The holdout: UnitedHealth Group Inc. (UNH). The multiple routes to the Clintons Live from Boston, I talk alternative investments with John Nersesian,...

How to hold onto assets after an inheritance

May 5, 2014

Advisers serious about providing multigenerational planning are going to have to structure their practices and processes differently in many cases, a new report finds. Many advisers are looking to form relationships with clients' children in...

Who's afraid of the bad big bank?

March 31, 2014

If you've got at least $100 million in net worth, the folks at Wells Fargo would like to put on a show for you and your heirs. To lend color to otherwise drab family financial meetings, Wells Fargo employs a former New York elementary-school...

New York state budget could overhaul existing estate tax rules

March 19, 2014

When it comes to estate taxes in the Empire State, New York Gov. Andrew M. Cuomo both giveth and taketh away. Legislators in New York this week are negotiating over Mr. Cuomo's proposed $140 billion budget for the 2014-15 fiscal year, which...

How to pick apart charitable trusts

March 3, 2014

For those whose estate planning involves tax management and who also are charitably inclined, charitable trusts are top of mind. But be aware: Not all charitable trusts are created equal. Put simply, a charitable trust allows an individual to...

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