The Assets: Estate planning

FAs Weigh In: The What-Ifs of Wealth Transfer

August 10, 2022No Comments

Advisors share the common wealth transfer mistakes families make.

FAs Weigh In: Estate Plans Aren’t Just for the Rich

August 4, 2022No Comments

“Best practice occurs when the wealth advisor, trust and estate attorney and accountant collaborate in developing a plan for the client,” according to GYL Financial Synergies’ Gerald Goldberg.

How to Have a Solid Relationship with Your Client

August 2, 2022No Comments

Edward Jones financial advisor Jesse Abercrombie says an "advance plan" is necessary.

Prepare Clients Now for New Meaning of Retirement

July 6, 2022No Comments

Many see retirement as a "new chapter" rather than a time to rest and relax, according to Edward Jones advisor Jesse Abercrombie.

Ameriprise Preps Advisors for Massive Wealth Transfer

July 1, 2022No Comments

Ameriprise Financial's Marcy Keckler tells FA-IQ sister publication FundFire how her firm is preparing its advisors for the wave of assets switching hands to heirs.

Digital Tools Helping with Estate Planning Complexities

April 26, 2022No Comments

Document management, however, remains a complex issue for financial planners, according to TD Wealth.

More Americans Set Up Estate Plans Since Start of Pandemic

April 25, 2022No Comments

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.

Most Aren't Transparent About Finances with Family: Ameriprise

April 18, 2022No Comments

Even those who plan to leave money for their family are being tight-lipped about the specifics, which could lead to problems down the line, the company says.

FAs Must Have Tough Client Talks: Morgan Stanley Execs

March 28, 2022No Comments

Advisors shouldn’t be fazed by a client’s difficult family dynamic, according to Glenn Kurlander, head of Morgan Stanley’s family governance and wealth education.

Kids, Deaths Prompt Millennials to Embrace Estate Planning

March 7, 2022No Comments

Among those choosing to establish estate plans, the majority are opting for will-based plans, according to Trust & Will.