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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Firms Need to Get Back to the Basics of Organic Growth, Report Urges

Some that use artificial intelligence for prospecting are reporting huge gains in lead generation.

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.   

BlackRock Aims to Tap Into Texas Reputation

BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.

1 in 3 Baby Boomers Vow to Never Sell Their Home

The reluctance of older homeowners to sell makes it more difficult for younger generations to find a home.

That Unexpected Call From Your Doctor’s Office Could Be a ‘Spoofing’ Scam

Scammers can and do fool caller ID systems to trick seniors and steal their personal information.

RIA Firm’s Rethink of Retirement Investing a Finalist for Research Award

Dunham & Associates whitepaper offers a new approach tailored to increasing life expectancies.

Two Investment Banks Want Out of 20-year-old Settlement

The $1.5 billion settlement with 12 investment banks addressed a scandal over analysts issuing positive research to win business.

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