The Assets: Estate planning

Special-Needs Planning: One Chance to Get It Right

November 22, 2022No Comments

Jim Lange, of Lange Financial Group, explains the critical estate-planning steps when a special-needs beneficiary is involved.

Hosting a Family Meeting with Clients? Don’t Discuss Money

November 16, 2022No Comments

A matriarch or patriarch is often hesitant to disclose financial specifics in these meetings, so one expert suggests general topics for a productive conversation.

IRS Raises Gift, Estate Tax Exemptions for 2023

November 8, 2022No Comments

UBS suggests ways to take advantage of the higher thresholds.

Nearly Half of Investors with $1M Have No Wealth-Transfer Plan: Report

October 25, 2022No Comments

Close to half of wealthy individuals avoid talking about money with their family, which can lead to major problems for the heirs, according to a new report from UBS.

Long-Term Bonds: How to Connect with Clients’ Children

October 24, 2022No Comments

Your clients’ children stand to inherit significant wealth. Here’s what you need to know to inherit their business.

IRS Gives Retirement Savers a Breather on RMD Penalties

October 12, 2022No Comments

Heirs to retirement plans may not have to pay a penalty for having missed the typical required minimum distribution this year or last.

Planning for a Special-Needs Beneficiary: How to Avoid Missteps

October 3, 2022No Comments

Most advisors have clients who are planning to transfer wealth to a special-needs beneficiary, even if the advisor isn't aware of it. Here’s what you need to know to best serve those clients.

FAs Weigh In: Steps for Better Wealth Transfer

September 14, 2022No Comments

Americana Partners’ David Darst shares how the pitfalls of wealth transfer can be minimized and even avoided.

FAs Weigh In: Estate Planning Hurdles

August 29, 2022No Comments

“Too much planning is done in a vacuum,” according to Summit Trail Advisors’ Jack Petersen.

FAs Weigh In: How to Have an Efficient Estate Plan

August 23, 2022No Comments

“Taking existing cash value policies and shopping them to multiple carriers has provided a costless way to create efficiency using what they already have,” according to Americana Partners’ Sheldon Busch.