Our correspondent sends dispatches from the Heckerling 2023 estate planning conference
When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.
Advisors should have tougher conversations about bequests.
Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?
Intra-family loans are useful for achieving a number of objectives, including the transfer of business ownership.
You can better help clients by coordinating their investments, taxes, estate planning and philanthropy.
Trusts' performance as estate planning vehicles are often tied to the federal funds rate.
It's best to be candid about what you are (or aren't) bequeathing to your adult children.
The addition will expand insurance services to ultra-high-net-worth clients, Dynasty said.
Advisors have many questions about RMDs for IRA beneficiaries. Here are the answers to the most asked questions.
Six key advantages for your successful business owner clients.
Intra-family loans are useful for achieving a number of objectives, including transferring business ownership.
He's entering the market following an upswing in marital strain tied to pandemic lockdowns.
Family office exes aren't so sure the next generation is ready to take over the wealth.
It's a lot harder to get tax moves done after the middle of December, Slott said.
Estate planning can feel overwhelming to clients. Here are ways to help them navigate the process.
The estate tax exemption jumped almost $1 million for 2023, the result of recent IRS inflation adjustments.
There's a chance that tax planners will look back at the years 2022-2025 as “the good old days," he said.
Paulson filed for divorce from his wife of 21 years over a year ago.
Family can be your strength; it can also be your undoing.