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Estate Planning

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Confusion Reigns On IRS Penalty Waiver For Missed RMDs, Advisors Say

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The changes impact designated beneficiaries who are inheriting retirement accounts.

How To Prepare For Coming Gift Exemption Changes

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The divided Congress means that the fate of the estate tax exemption is unpredictable.

Should Investors Make IRA Contributions After RMDs?

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As with most financial questions, the answer depends on several nuances.

Super-Rich Americans Paid 97% More Estate Tax During Pandemic

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But some experts say the increase was likely an aberration driven by a spike in death levels.

Lottery Winner Hides $30M Jackpot From Wife And Child

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The southern China resident said he doesn't want his wife and child to get lazy.

When IRA Planning Is A Family Affair

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You must ask clients with excess IRA assets about where they want their money to go.

Start A Foundation Before Year's End

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Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.

Rooting Out Estate Planning Opportunities

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These tips will help clients and win over attorneys as referral sources.

Wealthy Investors Tell UBS Why They Split Inheritances Unevenly

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Two-thirds of investors said they struggle with dividing their assets fairly.

Clients Want Financial Advisors To Take The Lead, Consultants Say

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"Advisors who truly grow are the ones who do so in challenging times,” consultant John Bowen said.

Americans Lack Estate Plans, Healthcare Directives, Survey Finds

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Seventy-two percent of women do not have an estate plan, the study found.

Talking To Clients About Recessions

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Advisors need to make sure their clients know how a recession would really impact their lives.

Estate Planning For A New Day

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Changes in inflation and interest rates are making people re-evaluate estate planning decisions.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

IRAs, Taxes And Inheritance: Planning Becomes A Family Affair

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Ask clients with excess IRA assets about where they want their money to go.

Why Advisors Don't See A Soft Landing

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Just because inflation may have peaked doesn't mean it's gone.

The Fed's Damage To The Housing Market May Last Years

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The central bank created major distortions in a market where many Americans have most of their wealth. Why?

6 Tech Trends For Philanthropists

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Keep these trends in mind if you want to help wealthy donors turbocharge their impact.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

What Would A Charity Do With A Quarter Horse?

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Donor-advised funds help philanthropists turn noncash assets into charitable donations.

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