Wednesday, July 28, 2021

Estate Planning

Prepare Clients Who Fear Their Heirs are Spendthrifts

The SECURE Act and pending estate-tax changes make it imperative to rethink wills and trusts, says this CFP/CPA. (By Howard Hook)

Advisor Untangles Multigenerational Planning

Five steps help clients build legacy plans that benefit future generations. (By Luis Strohmeier)

Leaving a 401(k) to Charity: What Advisors Need to Know

With proper planning, donating a 401(k) can maximize the benefit to a charity and accrue tax savings for your client's family.

Clients Moving Out of State Can Face Estate-Plan Snafus

Help them find a local attorney to ensure documents comply with state laws.(By Deborah Danger)

Helping Clients Cope with Sudden Loss

Conversations and a checklist can make an unexpected death less complicated. (By Monica Dwyer)

‘Double Bind’ Makes LTC Insurance Extra Challenging for Women

They typically live longer and earn less, so making informed decisions about long-term-care insurance is critical.

Sydney vs. Boston? Distance Matters for Health Care Agents

An agent with “boots on the ground” may make better decisions than a faraway child with an MD. (By Deborah Danger)

Encourage ‘Solo Seniors’ to Stay Engaged with Social Groups

Older clients can be more at risk of isolation. You can help them stay connected. (By John Comer)

‘Get Your Mess Kit in Order,’ Advisor Tells Military Clients

Veterans need to get a better handle on their military benefits, says this former U.S. Army lieutenant. (By Donald Mosby Rembert)

Five Ways Retirees and Pre-Retirees Are Preparing for a Post-Pandemic World

This advisor's clients have become more optimistic more generous and more proactive. (By Michelle Clary)

Latest News

Advisors Warm Up To Annuities

A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.

Private Foundations Increase Giving During Pandemic

A new report shows an uptick in grantmaking during a year marked by COVID-19 and racial justice issues.

RBC Wealth Management-U.S. Appoints Culture Executive

RBC has named Shareen Luze, a 15-year veteran of the firm, as Head of Culture and Field Experience.

Americans Aren’t Getting Enough Social Security Advice

Many financial professionals aren’t advising clients on the best time to file for benefits, a Nationwide survey says.