Wednesday, January 19, 2022

Estate Planning

Multimillion Real Estate Portfolio Presents Income, Inheritance Dilemma

Advisors help a couple determine how to diversify plus leave assets to children and charity.

Reduce Anxiety for Clients and Their Heirs  

Financial planner shares a personal story and four starting strategies. (By Lauren Gadkowski Lindsay)

Equalize Children’s Inheritances with Life Insurance

A trust named as beneficiary makes it easier to divide the pie when not all kids work in the family business. (By Matthew Guanci)

A Family Meeting Is Crucial When a Client Retires

Covering certain topics will help you form deeper relationships with clients and their children, says this wealth advisor.

Helping Workers with Disabilities Save for Retirement

ABLE accounts are an important financial tool that help employees save and employers recruit. (By Andrea Feirstein)

Prepare Clients Now for Possible Trust, Estate and Gift Tax Changes  

AICPA’s director of tax policy and advocacy dissects the recent House tax proposal and shares concerns. (By Eileen Reichenberg Sherr)

Tax Bill Could Be Enacted as Early as Halloween

Advisors should meet with certain clients immediately so they don’t risk losing tax-reduction strategies.(By Kristin Shirahama)

Campaign Demands Release of Renowned Artist From ’Abusive’ Guardianship

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.

Tax Proposal Takes Aim at Estate Planning

Here’s what proposed changes will mean for your clients, says this wealth advisor. (By Michelle Clary)

Trusts Can’t Protect All Inheritances

Trusts don’t teach lessons that are required to maintain and honor wealth, says our columnist. (By Deborah Danger)

Latest News

EBRI Says Retirees Need to Save More for Healthcare

The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.

Social Security Cheat Sheet

Financial advisor Devin Carroll has developed a "cheat sheet" for 2022 Social Security benefits. It is an easy reference for key provisions.

Higher Mortality, Lower Quality at PE-Owned Nursing Homes, Studies Say

Nursing homes owned by private equity firms and large chains have higher mortality rates and lower quality, according to recent research.

Keep Older Guests Safe During the Holidays  

Medical expert offers suggestions on how to reduce COVID-19 risks during this season's social gatherings.