The Assets: Estate planning

FAs Weigh In: Steps for Better Wealth Transfer

September 14, 2022No Comments

Americana Partners’ David Darst shares how the pitfalls of wealth transfer can be minimized and even avoided.

FAs Weigh In: Estate Planning Hurdles

August 29, 2022No Comments

“Too much planning is done in a vacuum,” according to Summit Trail Advisors’ Jack Petersen.

FAs Weigh In: How to Have an Efficient Estate Plan

August 23, 2022No Comments

“Taking existing cash value policies and shopping them to multiple carriers has provided a costless way to create efficiency using what they already have,” according to Americana Partners’ Sheldon Busch.

FAs Weigh In: The What-Ifs of Wealth Transfer

August 10, 2022No Comments

Advisors share the common wealth transfer mistakes families make.

FAs Weigh In: Estate Plans Aren’t Just for the Rich

August 4, 2022No Comments

“Best practice occurs when the wealth advisor, trust and estate attorney and accountant collaborate in developing a plan for the client,” according to GYL Financial Synergies’ Gerald Goldberg.

How to Have a Solid Relationship with Your Client

August 2, 2022No Comments

Edward Jones financial advisor Jesse Abercrombie says an "advance plan" is necessary.

Prepare Clients Now for New Meaning of Retirement

July 6, 2022No Comments

Many see retirement as a "new chapter" rather than a time to rest and relax, according to Edward Jones advisor Jesse Abercrombie.

Ameriprise Preps Advisors for Massive Wealth Transfer

July 1, 2022No Comments

Ameriprise Financial's Marcy Keckler tells FA-IQ sister publication FundFire how her firm is preparing its advisors for the wave of assets switching hands to heirs.

Digital Tools Helping with Estate Planning Complexities

April 26, 2022No Comments

Document management, however, remains a complex issue for financial planners, according to TD Wealth.

More Americans Set Up Estate Plans Since Start of Pandemic

April 25, 2022No Comments

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.