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Estate Planning

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Bear Markets Offer A Chance For Advisors To Grow, Consultants Say

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Down times are an opportunity for client acquisition and mergers and acquisitions, they say.

How To Navigate Taxes When Giving Or Loaning To Relatives, Friends

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Clients often forget the red tape when extending financial help to loved ones, advisors say.

Roth Conversions Get More Attractive As Market Slides

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

Estate Planning In This Particular Time Of Uncertainty

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Estate planning techniques and strategies that should be considered now.

Are Clients' Current Estate Plans Soundproof For The Future?

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Now is the time to review clients' estates to ensure their plans factor in unforeseen changes in regulations.

Why Widows Fire 70% Of Male Advisors

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Male advisors are getting a wake-up call, while the profession flounders in recruiting more female advisors.

The Great Resignation: Entrepreneurship And Estate Planning

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Financial advisors are uniquely positioned to work hand-in-hand with clients to align business goals with personal goals.

T. Rowe, Schwab Say Times Call For Changing Investing Approaches

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Asset managers from Schwab and T. Rowe Price talked about the mood of investors and how it shapes portfolios.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

The Fed Does Not Deserve All The Inflation Blame

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The Fed certainly bears its share of responsibility, but other factors played a very large role.

The Affluent Want To Be More Generous

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It's an opportunity for advisors.

American Campus In Crisis

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The maligned “gap” year may be the antidote to financial problems.

N.J. Firm Spans Three Generations Of Advisors

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The Kelly Group in Florham Park, N.J., has been helping clients manage wealth for 40 years.

Amending The IRS's Anti-Clawback Provision On Gifting

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The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes.

An Advisor's Guide For Surviving A Fragile Decade

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Global Atlantic has created a blueprint for talking retirement to clients.

New Rules For Inherited IRAs Impact Bequests

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But planning strategies can lessen the blow, one tax professional says.

Passing Generational Wealth Top Concern For Millennials, Survey Says

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Millennials are more likely to invest in real estate and build a business to pass down to heirs, according to the Ameriprise survey.

How To Plan For Wealthy Clients Who Are Waiting For Inheritances

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Many rich Americans say they are depending on inheritances for financial stability.

FP Alpha Launches AI-Driven Estate Planning Tool

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The Estate Snapshot allows advisors to summarize and visualize key components of a client's estate plan.

5 Red Flags Of An Unfair Prenuptial Agreement

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Before clients say “Till death do us part,” make sure they're on the same page.

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