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Estate Planning

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Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Engaging In The Legacy Dialogue

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Estate planning is about more than tax planning.

Sponsored Content: Lisa Kirchenbauer--Success Through Serving An Overlooked Need

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Wealth manager Lisa Kirchenbauer focuses largely on handling the financial affairs of a recently deceased loved one.

How To Avoid 'Heir Wars' When Estates Are Divided

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Encouraging open communication among family members is key, says this advisor.

Navigating Charitable Bequests: Risks And Rewards For Early Planning

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It is crucial to assist philanthropic clients in determining suitable assets for charitable giving.

For Family Wealth Conversations, Focus On The Why

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There are several ways to help clients who are struggling with how to include their children in the planning process.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

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A company survey found inheritors are anxious about the money they're about to get.

Retirees Torn Over When To Surrender Control Of Assets, Vanguard Finds

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With many retirees dealing with cognitive decline, the issue is rising in importance, according to a company study.

CAPTRUST Acquires Texas Firm With $710M In Assets

by FA Staff

Omega Wealth Partners adds to Raleigh, N.C.-based CAPTRUST's growing presence in Texas.

Keeping The Peace--Planning For Cherished Or Valuable Personal Possessions

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Here are some important considerations to help clients avoid or at least minimize conflict over personal property.

Finra Suspends Wells Fargo Broker For Naming Friend As Client's Beneficiary

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Mark Allen Brewer took the action after Wells Fargo denied a request for his designation as beneficiary, Finra said.

Florida Firm With $1.24B Joins Commonwealth Independent Network

by FA Staff

Aegis Consulting is led by two advisors who spent the bulk of their careers at Lincoln Financial Advisors.

Swapping Assets Can Be Tax-Friendly Move For Some Trusts

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IRS rules allow grantors to swap trust assets to attain better tax treatment.

Accounting For Taxes In Special Needs Planning

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ABLE accounts provide the flexibility to access funds as needed, advisors say.

How To Prepare Clients Now For Looming Estate Tax Changes

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Financial advisors must prepare for any tax law changes or possibilities that could impact their clients' financial legacy.

Ric Edelman: Tech Could Wreck Annuity, Insurance Income

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Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.

Estate Planning Strategies For Gen Z Beneficiaries

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Consider the characteristics of the younger generations to ensure clients' estate planning goals are met.

Why Women Should Not Ignore Prenups And Postnups

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Women out of the workforce might still need the protection of these agreements later.

Parents Drain Retirement Funds To Support Adult Children

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Nearly 70% of parents with kids 18 or older say they've sacrificed their own finances to help them.

Wealthy Clients Better Plan For Election-Time Changes To TCJA

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Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

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