Saturday, October 23, 2021

Estate Planning

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)

Death Shouldn’t Be ‘the Elephant in the Room,’ says Gerontologist

End-of-life planning should be considered an integral part comprehensive financial planning, she says. (By Molly Prues)

Stopping New Retirees From Making Bad Decisions

New retirees may face major lifestyle changes and difficult family dynamics, triggering poor decision-making that requires intervention.

Eleven Changes in House Tax Proposal May Affect Your Clients

They may need to sell off some IRA holdings and take other steps, says advisor who read the entire 881-page text. (By John Gehri)

Retirement Software Company Raises $1.7 Million

Denver-based Income Laboratory has raised $1.7 million in seed financing from industry executives and investors.

Charity-Minded Clients May Not Know Their Alma Mater Needs Them

With enrollment and endowments shrinking, colleges need money today, says this CFP and college trustee.

Latest News

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

New FPA Group Wants To Improve Profession for Those with Neurological Differences

Advisor Andrew Komarow will lead the effort to better serve advisors and clients with autism, ADHD, dyslexia, dyscalculia, dyspraxia and Tourette Syndrome.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

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.