Estate Planning

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  1. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  2. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  3. Online Estate Planning: When and When Not to Use It

    Although online estate planning can save you time and money, it’s not the smartest option for everyone. Here are some factors ...
  4. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  5. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  6. Best Possible Retirement: 4 Things You Can Control

    You can't control the economy or the stock market, but you can time 4 crucial moves that will make a big difference to your ...
  7. Inherited IRA Distributions and Taxes: Getting it Right

    If you have inherited an IRA account you don’t need to turn it over to the estate, regardless of what the will says.
  8. How ING Trusts Have Surprising Tax Advantages

    Learn how ING trusts can be used to shield assets from state income taxes and provide additional protection for high-wealth ...
  9. Why You Need to Find the Right IRA Beneficiary

    It definitely matters who you pick as your IRA beneficiary—and how you go about it. And in some cases, your best option may ...
  10. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  11. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  12. Estate Planning: Which Assets Are Best to Leave Your Family

    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  13. Should a Family Trust Account Be Part of Retirement Planning?

    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  14. Should You Store Estate-Planning Documents Digitally?

    Digital storage takes the hassle out of keeping track of estate-planning paperwork, but there are a few significant drawbacks. ...
  15. Medical vs. Financial Power of Attorney: Reasons to Separate Them

    Representing your interests in financial matters is a very different job from communicating and advocating for your wishes ...
  16. Reasons to Designate a General Power of Attorney

    Because it will ensure your financial and personal affairs are handled according to your wishes should you ever be incapacitated ...
  17. Medical Power of Attorney: Which Child to Choose?

    Don’t compromise for the sake of family harmony when you pick an adult child to fill this role. But be sure you fully explain ...
  18. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  19. Tax Tips for RMDs on Big 401(k) Balances

    Have a large 401(k) balance? Here are some ways to reduce taxes on required minimum distributions.
  20. 3 Wealth Management Mistakes Couples Should Avoid

    High net worth couples face more complex challenges than others when managing wealth. Try to avoid these easy-to-make errors. ...
  21. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  22. Trust

    A trust is a fiduciary relationship in which one party gives another party the right to hold property or assets on behalf ...
  23. How to Avoid Family Inheritance Disputes

    A death of a loved one is difficult. It is important to avoid family disputes over the inheritance, the best we can, and ...
  24. Estate Planning: 16 Things To Do Before You Die

    If you don’t plan your estate, your surviving family may have to deal with disputes and probate that were avoidable.
  25. Trusts: Prevent Beneficiary Designation Mishaps

    Wills and revocable trusts are the cornerstone of estate planning, learn how you may spend considerable time and money maintaining ...
  26. What Does It Mean If A Will Is "Intestate"?

    If you die without making a last will and testament, you are said to have died intestate. What happens to your assets in ...
  27. Revocable Trusts 101: How They Work

    Unsure of how your assets will be dispersed once you're gone? Here's how setting up a revocable trust while you're here can ...
  28. When Is It Critical to Set Up a Power of Attorney?

    "The sooner the better" is the usual answer.
  29. Managing a Cash Windfall

    Cash windfalls are more common than you think. Here's what to do if you receive one.
  30. 3 Secrets You Didn’t Know About Estate Planning

    When it’s time to provide for your heirs, you need to protect your assets. Knowing these three secrets can keep your estate ...
  31. Incentive Trust Pitfalls Advisors Should Know

    Incentive trusts can motivate beneficiaries to accomplish constructive goals, but they can also end up creating dilemmas. ...
  32. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  33. HNW Estate Planning: How Advisors Can Serce This Niche

    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  34. What Type of Person Needs a Financial Advisor?

    While not everyone needs, or even wants, help with their retirement savings and investment portfolios, certain types of people ...
  35. Do Wealthy Parents Raise Wealthy Kids?

    Researchers are finding that it’s a lot easier to crack the top tier of income earners if your parents made it there before ...
  36. How To Set Up A Trust Fund If You’re Not Rich

    Contrary to popular opinion, trust funds are not just for the rich. Middle class citizens can set them up, as well.
  37. Who decides if a financial security should be escheated?

    Learn about who dictates how and when financial assets and securities are escheated, including which assets are subject to ...
  38. Will 529A plans replace special needs trusts?

    Understand the difference between a 529A plan and a special needs trust. Learn whether or not 529A plans will replace special ...
  39. 5 Common Mistakes When Creating a Trust Fund for Your Child

    Trust funds are often established to protect children in the event that their parents are not able to provide for them. Here ...
  40. Are The Wealthy Better Served By Trusts Or Wills?

    Trusts and wills are both means to pass on wealth to heirs. Which of these is likely to serve your needs better if you have ...
  41. What financial assets can be escheated?

    Find out which financial assets can be escheated by your state government and how the dormancy period applies to different ...
  42. Don't Neglect Online Accounts When Estate Planning

    In forming an estate plan, don't neglect your digital assets and legacy held in online accounts.
  43. When are beneficiaries of a will notified?

    Learn when the beneficiaries of a will must be notified, and understand how this requirement varies depending on whether ...
  44. Diversify with These Four Alternative Assets

    In times of market volatility, investors add alternative assets to their portfolios--highly illiquid, but profitable investments ...
  45. How Trust Funds Can Safeguard Your Children

    Certain types of trust funds can help to protect your assets from bankruptcies and civil actions, and can be established ...
  46. Use Private Equity Strategy to Invest (CG, APO)

    Forget trying to be a great trader. Learn to invest like private equity firms for superior results.
  47. 10 Ways to Effectively Save for the Future

    Savings is as crucial as ever, as we deal with life changes and our needs for the future. Here are some essential steps to ...
  48. Step-Up In Basis

    A step-up in basis is the increased cost basis of an inherited asset or other security.
  49. Why the Wealthy Shy Away from Inheritance Talk

    A recent survey of high-net-worth individuals shows that many avoid talking inheritance with children. Here are some ways ...
  50. Top Tips for Helping Clients Leave an Inheritance

    Leaving an inheritance can be complicated and even a burden on the recipient. Here's how advisors can help.
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