Results for "estate planning"

Displaying 257 results

Sort: Date | Relevance

Author:

Top 3 planning moves for advisers under new tax law

December 13, 2018

The 2017 tax overhaul has led financial advisers and other tax advisers to substantially restructure clients' financial plans, primarily in three areas: charitable giving, business structure and estate plans, according to a new survey. A poll...

Stan Lee: Estate planning takeaways from the Marvel legend's elder-abuse saga

November 13, 2018

Stan Lee, the creative juggernaut behind many of Marvel Comics' iconic superheroes, died Monday at Cedars-Sinai Medical Center in Los Angeles. He was 95. The following is a recent InvestmentNews story about the controversy surrounding Mr. Lee's...

Understanding the Nuances of Irrevocable Trusts

November 1, 2018

A successful estate plan involves minimizing taxes while transferring wealth to the next generation in an efficient manner. To achieve this goal, many turn to the irrevocable trust. As you may know, property transferred to an irrevocable trust...

For some women, widowhood produces a windfall — and plenty of headaches

November 17, 2018

Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...

Estate and tax experts weigh in on Trump report

October 3, 2018

It's not every day an estate and tax planning story makes the front cover of a national newspaper, but many financial services professionals spent the last 24 hours reading through a lengthy report from The New York Times on strategies that...

The Trump family used this strategy to save on taxes

October 3, 2018

President Donald J. Trump and his family supposedly saved on taxes by using a particular kind of trust — a grantor-retained annuity trust, or GRAT. Just what is a GRAT and why is it used? At a high level, GRATs are complex vehicles used to...

Will of Anthony Bourdain could be open to legal dispute

July 9, 2018

Details from Anthony Bourdain's will reveal the celebrity chef, television personality and author may not have been as wealthy as many believed and his estate could be vulnerable to a legal dispute. According to documents filed Thursday with...

Aretha Franklin estate echoes planning problems of Prince

August 22, 2018

Aretha Franklin's death is going to cause some headaches for her heirs. The legendary Queen of Soul didn't have a will or trust at the time of her death from pancreatic cancer last Thursday, according to news reports. That's especially surprising,...

Odds are, the $700M Powerball winner will need lots of advice

August 23, 2017

Even if the odds of winning the $700 million Powerball jackpot on Wednesday are 292.2 million to one, and even if you've got a better chance of being attacked by a shark that then gets struck by lightning, it could happen. And that's where the...

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...

Capital Group, sponsor of American Funds, launches savings accounts to help with disability costs

July 17, 2018

Capital Group, which sponsors the American Funds brand of investment products, on Friday launched ABLEAmerica, a tax-advantaged savings plan for individuals with disabilities and their families. These accounts will be the first of the ABLE plans...

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...

Stan Lee: Estate planning takeaways from the Marvel legend's elder-abuse saga

June 15, 2018

Stan Lee, the creative juggernaut behind many of Marvel Comics' iconic superheroes, died Monday at Cedars-Sinai Medical Center in Los Angeles. He was 95. The following is a recent InvestmentNews story about the controversy surrounding Mr. Lee's...

When your client dies, who gets their airline miles?

June 19, 2018

When your client dies, who owns the pictures on their Facebook page? Who has control of their electronic bill-payment sites or bitcoin account? Who is responsible for shutting down or memorializing social media sites? Digital rights ownership...

Yours, mine and ours: An estate planner's nightmare

June 21, 2015

Every day, we hear about the many challenges of an aging population. With advancing age comes those hard-to-discuss end-of-life planning issues, something with which financial advisers are all too familiar. And we know most advisers want to...

Paul Allen's $26 billion estate could take years to unravel

October 18, 2018

Paul Allen's family office will live long and prosper. The billionaire's vast holdings at Vulcan Inc. -- with real estate, art, sports teams and venture capital stakes -- would take years to unravel, if that's even what he wanted. Mr. Allen,...

Barron's estate sale: What $55M will get you

May 12, 2010

For decades, "The Oaks" was the oceanside playground of the Barrons and the Bancrofts, heirs to the Dow Jones and Wall Street Journal fortunes. Today, the 20,000-square-foot mansion with 45 rooms and surrounding properties went on sale with...

JPMorgan $8 billion loss to widow faces massive reduction

March 30, 2018

JPMorgan Chase & Co. will probably face a judgment of no more than $90 million in a lawsuit claiming mismanagement of an estate that initially brought a jury verdict of $8 billion in punitive damages. In September, a Dallas jury awarded excessive...

HUD announces new reverse mortgage rules

August 30, 2017

In a surprise move, the Department of Housing and Urban Development (HUD) announced new rules Tuesday for the government-backed reverse mortgage lending program that allows senior homeowners to tap the equity in their homes while they age in...

Higher estate-tax exemption level could mean less work for advisers

March 22, 2018

For most financial advisers, the tax-reform package has at least temporarily taken estate planning off the table by raising the estate exemption to a level that only affects one-tenth of 1% of taxpayers, or about 1,000 taxpayers per year. "This...

Next Page »

1 | 2 | 3 | 4 | 5 ... 13

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.