Displaying 47 results
Pandemic highlights importance of estate planning
The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place
Low interest rates boost this estate planning strategy
A type of trust known as a GRAT allows for larger tax-free transfers when interest rates are low
IRA trusts could become an estate planning disaster
If Congress eliminates the stretch IRA, advisers will have to rethink IRA trust planning.
Stan Lee: Estate planning takeaways from the Marvel legend’s elder-abuse saga
Late-life planning will grow more important for advisers as clients increasingly live into their 90s and 100s.
Fintech aims to digitize estate planning
Companies like Everplans and Yourefolio are finding success with advisers looking to expand their planning capabilities.
How will Hugh Hefner’s estate ‘look after’ his widow’s finances?
Trust arrangements may allow the Playboy magazine founder's third wife to receive an income stream without technically inheriting from the estate.
Killing estate tax could kill charitable giving
In 2010, when the estate tax was temporarily repealed, gross charitable bequests in IRS tax filings dropped 37 percent, and some fear it could happen again.
Why keeping inheritance expectations realistic can help avoid conflict later
Family conflicts often arise when money mixes with grief.
7 tips on achieving zero-tax estate planning through charitable giving
Philanthropy has its advantages.
Advisers say this part of Hillary Clinton’s estate-tax plan is worse than the higher rate
“This will seriously impact inheritances for many middle- and lower-income Americans,” said one adviser. (More: Republican lawmakers attempt to stop estate-tax regulation)
Muhammad Ali’s estate plan: Greatest of all time?
Valuing Mr. Ali's image rights, inheritance tax on property and the will's treatment of his nine children are a few potential estate quirks that could come up.
What the loss of Prince can teach us about estate planning
For any estate where there is no concrete plan, a number of complications can arise.
Prince’s death sets off estate planning quagmire
A complicated process to value the music icon's estate hinges on future royalties.
Prince estate: Trouble brewing and still no will
The famed musician's estate faces many complications if he truly died with neither a will nor a trust.
What Saints owner Tom Benson’s estate dispute could teach your family
The billionaire prevailed in a fight to continue to handle his own financial affairs. Find out how to protect your estate before a similar conflict erupts.
What Gene Wilder’s death can teach you about estate planning
Because cognitive impairment is likely for most people as they age, you shouldn't wait for signs to start preparing.
Donald Sterling’s battle holds harsh lessons for advisers
The L.A. Clippers owner's fight with pro basketball highlights important tax and estate strategies that may surprise you.
B.B. King’s family fight sheds light on power of attorney’s role
Fame, money and a big family may make an estate fight nearly inevitable. But a strong legal framework can help a court case move more quickly than it otherwise would.
Despite strong estate planning, Robin Williams’ wife takes family to court
Mixed families often squabble; the beloved comedian's children and third wife are in court.
Don’t ignore estate planning for millennial clients
Here's what advisers should watch out for with younger investors.
