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Estate Planning

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Prospera Launches Family Office Services Platform

by FA Staff

The platform gives advisors to ultra-high-net-worth clients access to a new set of services.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Benefactors Can 'Insure' Heirs' Legacy, Brokerage Executive Says

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Properly planned insurance can not only protect, but enhance, legacy, Chad Druvenga says.

Three Estate Planning To-Dos For Before Year's End

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Advisors need to be aware of deadlines that have use-it-or-lose-it consequences.

Heirs Beat Self-Made Billionaires For First Time In UBS Survey

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The survey points to a historic shift as billionaire entrepreneurs hand over their fortunes.

Warren Buffett Says His Will Is Going To Be 'Simple' And Public

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Buffett is the world's ninth-richest person, with a $120.8 billion net worth.

How To Keep The Clients' Kids In The Firm's Family

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Showing the children what you did for the parents is one key, advisors say.

Young Investors Ditch Parents' Advisors And Opt For Their Own

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Fewer than one in five of affluent investors use their parents' advisors, according to Cerulli Associates.

Investors Fail To Discuss Estate Planning With Parents, Study Finds

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Fewer than one-third of U.S. adults in a Northwestern Mutual survey say they have spoken with parents about estate planning.

How To Ensure Trusts Hold Up To IRS Scrutiny

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The IRS crackdown on wealthy taxpayers includes a renewed focus on trusts, advisors say.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors often have to bring up this sensitive topic with clients.

5 Reasons Why AI Should Not Be Used To Draft Estate Plans

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Experts are raising the alarm--AI will replace lawyers when it comes to estate planning.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs but can often help family members.

Start Planning Trusts Now For Potential Estate Tax Changes, Advisors Say

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The federal estate tax exemption is scheduled to plummet in 2026.

Hedge Fund Billionaire Paulson Cost Family Trust $10 Million With Condo Deal, Wife Says

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Jenica Paulson is alleging in divorce proceedings that her husband is hiding assets, which he denies.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors are often in the position of having to bring up this sensitive topic with clients.

What Clients Should Do As Clock Runs Out On Estate Planning

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Advisors have two years to plan for the sunset of certain provisions of the 2017 Tax Cuts and Jobs Act.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Minorities Less Likely To Have An Estate Plan, Boston College Study Says

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The estate planning gap is a significant contributor to wealth disparity, researchers said.

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