The Assets: Estate planning

• August 14, 2017

  How Some Savvy FAs are Overtaking ‘Basic’ Robos

  FAs finding a wide range of tech tools to move holistic planning online.

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• May 22, 2017

  Business Owners Need More Estate Planning

  The richer ones are likelier to have a wealth-transfer plan.

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• March 22, 2017

  Death and Taxes in an Uncertain Policy Landscape

  Help clients face the oncoming bus, ignore shake-ups in Washington

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• March 17, 2017

  Have a Client in Crisis? Take It Slow and Easy

  Clients going through tough times will make the best decisions when they’re ready — not before.

  Last Comment: March 20, 2017
  1 Comment
• March 3, 2017

  Charitable Trusts Aren’t Just for the Very Wealthy

  When clients of modest means get lucky, the best way to preserve their wealth could be a charitable remainder trust.

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• February 6, 2017

  Most HNW Americans Lack Adequate Succession Plans

  Close to a third haven’t made any preparations for transferring their wealth.

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• January 27, 2017

  Keeping it Together When a Client is Terminally Ill

  A new advisor learns how to handle an emotionally fraught client meeting.

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• The Benefits of Family LLCs for HNW Investors

  This FA-IQ Education webcast examines strategies for using limited liability corporations in estate planning to organize and protect assets. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

  
  
• December 28, 2016

  Major UHNW Charitable Donations at Record High

  Individuals with $30m-plus donate an average of $29.6m over their lifetime, study finds.

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• November 10, 2016

  Finra: Broker Tried Fleecing Elderly Clients Out of $70K

  Case involves fees for bogus financial planning and investment advice.

  Last Comment: November 10, 2016
  1 Comment