Estate Planning

A Smarter Way to Start Insurance and Estate-Planning Conversations

Our brains are hardwired to avoid thinking about death, but advisors can use a simple shift to get the conversation going.

Jeffrey Epstein Invested With Peter Thiel, and His Estate Is Reaping Millions

A lawyer for some of Epstein's victims says prosecutor made a mistake by failing to take a key action.

Blended Family Faces $2 Million Oversight

The innocent failure to follow the rules of a pretty vanilla estate-planning technique led to outsized consequences for this family. (By Steve Parrish)

Jimmy Buffett’s Widow Sues in Battle Over $275 Million Estate

A vicious legal battle has erupted over Jimmy Buffett’s $275 million estate, with his widow and his accountant filing lawsuits.

Should Clients Ever Use Holographic Wills?

Don’t underestimate the role that you can play as a financial advisor to help ensure that a client’s estate plans can be executed smoothly.

Families With Transgender Children Need Estate-Planning Guidance

Parents seeing children struggle with unemployment, big medical expenses and uncertainty are wondering how to plan.

So, Your Clients Built a House of Straw? Let’s Talk Legacy That Lasts

It’s never too late to help clients construct charitable plans that withstand the winds of time.

How to Safeguard Wealth for Future Generations

With strategic planning, even the most complex estates can be impregnable from any type of financial treachery.

Another Strategy to Capture Intergenerational Wealth

As a financial advisor, you ask your clients if they have up-to-date estate plans and you may assist with drafting them. But would you...

Is a ‘Springing’ Power of Attorney Worth It?

Here’s a look at the whys and why nots, and how to rein in the powers granted by various types of POAs. (By Cathy Sikorski)

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Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors and Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

Army Ejects 10 Schools from ROTC Program

The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.

N.J. Is Changing Who Has to Pay the ‘Mansion Tax’

The new state budget also increases the tax, but not as much as the governor wanted.

GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock

GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving.

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