Results for "estate planning"

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The biggest threat to wealthy families may be internal

June 10, 2019

From geopolitical uncertainty to real estate bubbles, the world is full of risks to investment portfolios. Yet the biggest threat to a family losing its wealth over generations may be internal. Fights over succession planning or individual investment...

This strategy can double your estate-tax exemption

May 20, 2019

Financial advisers who want to maximize a wealthy client's tax-free estate have a simple yet often overlooked strategy handy that essentially doubles the amount avoiding taxation at death. The strategy, called portability, applies to married...

As U.S. billionaires live longer, more wealth managers roll out estate and succession planning

May 3, 2019

When Tom Benson died last year at the age of 90, he left behind a sprawling empire that included two professional New Orleans sports teams and a group of car dealerships. Unfortunately for him, he spent some of the last years of his life squabbling...

Estate tax pretty much 'optional,' but GOP still trying to kill it

January 29, 2019

The estate tax isn't relevant to the vast majority of advisers, their clients or America at large. And estate planners say the tax is largely optional for the wealthy, since there are plenty of ways to dilute it greatly or avoid it outright....

There are big benefits to investing in family-controlled businesses

April 12, 2019

Investing in family-controlled businesses requires a good amount of patience and a measure of faith, but the benefits are hard to ignore. Exactly what constitutes a family-controlled business varies, but a general definition is one in which...

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...

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...

Deceased rapper Mac Miller was 26 and had a will — similar to that of Michael Jackson

September 21, 2018

Mac Miller, a 26-year-old American rapper and music producer who died Sept. 7 in California, had a will, and its contents are similar to those of musical phenom Michael Jackson. The fact that Mr. Miller even had a will may surprise some financial...

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...

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...

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...

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...

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...

Sanders proposes estate tax of up to 77% on billionaires

January 31, 2019

Independent Sen. Bernie Sanders is proposing to expand the estate tax on wealthy Americans, including a rate of up to 77% on the value of estates above $1 billion. The Vermont senator, who is considering a second run for president, said in a...

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...

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...

100% required minimum distributions

March 6, 2019

Can it ever be the case that an individual retirement account's required minimum distribution, or RMD, for a year equals the entire IRA balance? Yes, but that only happens if there is no designated beneficiary. A designated beneficiary means...

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...

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...

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...

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