Estate Planning

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  1. Inherited IRA Distributions and Taxes: Getting it Right

    September 8, 2016
    If you have inherited an IRA account you don’t need to turn it over to the estate, regardless of what the will says.
  2. How ING Trusts Have Surprising Tax Advantages

    August 24, 2016
    Learn how ING trusts can be used to shield assets from state income taxes and provide additional protection for high-wealth ...
  3. Why You Need to Find the Right IRA Beneficiary

    August 8, 2016
    It definitely matters who you pick as your IRA beneficiary—and how you go about it. And in some cases, your best option may ...
  4. What Clinton's Stance on the Rich Means for Advisors

    August 3, 2016
    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  5. Why Estate Planning Is Easier Than You Think

    July 11, 2016
    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  6. Mistakes to Avoid When You Own Life Insurance

    July 11, 2016
    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  7. Estate Planning: Which Assets Are Best to Leave Your Family

    June 27, 2016
    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  8. What is Wealth Transfer?

    June 24, 2016
    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  9. Should a Family Trust Account Be Part of Retirement Planning?

    June 14, 2016
    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  10. Should You Store Estate-Planning Documents Digitally?

    June 9, 2016
    Digital storage takes the hassle out of keeping track of estate-planning paperwork, but there are a few significant drawbacks. ...
  11. Medical vs. Financial Power of Attorney: Reasons to Separate Them

    April 22, 2016
    Representing your interests in financial matters is a very different job from communicating and advocating for your wishes ...
  12. Reasons to Designate a General Power of Attorney

    April 22, 2016
    Because it will ensure your financial and personal affairs are handled according to your wishes should you ever be incapacitated ...
  13. Medical Power of Attorney: Which Child to Choose?

    April 22, 2016
    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 ...
  14. Panama Papers: What Advisors Need to Know

    April 20, 2016
    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  15. Tax Tips for RMDs on Big 401(k) Balances

    April 1, 2016
    Have a large 401(k) balance? Here are some ways to reduce taxes on required minimum distributions.
  16. 3 Wealth Management Mistakes Couples Should Avoid

    March 30, 2016
    High net worth couples face more complex challenges than others when managing wealth. Try to avoid these easy-to-make errors. ...
  17. 7 Issues to Consider When Determining Life Insurance Coverage

    March 25, 2016
    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  18. Trust

    March 4, 2016
    A trust is a fiduciary relationship in which one party gives another party the right to hold property or assets on behalf ...
  19. How to Avoid Family Inheritance Disputes

    February 25, 2016
    A death of a loved one is difficult. It is important to avoid family disputes over the inheritance, the best we can, and ...
  20. Estate Planning: 16 Things To Do Before You Die

    February 5, 2016
    If you don’t plan your estate, your surviving family may have to deal with disputes and probate that were avoidable.
  21. Trusts: Prevent Beneficiary Designation Mishaps

    February 3, 2016
    Wills and revocable trusts are the cornerstone of estate planning, learn how you may spend considerable time and money maintaining ...
  22. What Does It Mean If A Will Is "Intestate"?

    February 2, 2016
    If you die without making a last will and testament, you are said to have died intestate. What happens to your assets in ...
  23. Revocable Trusts 101: How They Work

    January 29, 2016
    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 ...
  24. When Is It Critical to Set Up a Power of Attorney?

    January 13, 2016
    "The sooner the better" is the usual answer.
  25. Managing a Cash Windfall

    December 21, 2015
    Cash windfalls are more common than you think. Here's what to do if you receive one.
  26. 3 Secrets You Didn’t Know About Estate Planning

    December 18, 2015
    When it’s time to provide for your heirs, you need to protect your assets. Knowing these three secrets can keep your estate ...
  27. Incentive Trust Pitfalls Advisors Should Know

    December 11, 2015
    Incentive trusts can motivate beneficiaries to accomplish constructive goals, but they can also end up creating dilemmas. ...
  28. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    December 9, 2015
    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  29. HNW Estate Planning: How Advisors Can Serce This Niche

    December 8, 2015
    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  30. What Type of Person Needs a Financial Advisor?

    December 5, 2015
    While not everyone needs, or even wants, help with their retirement savings and investment portfolios, certain types of people ...
  31. Do Wealthy Parents Raise Wealthy Kids?

    December 4, 2015
    Researchers are finding that it’s a lot easier to crack the top tier of income earners if your parents made it there before ...
  32. How To Set Up A Trust Fund If You’re Not Rich

    November 6, 2015
    Contrary to popular opinion, trust funds are not just for the rich. Middle class citizens can set them up, as well.
  33. Who decides if a financial security should be escheated?

    November 5, 2015
    Learn about who dictates how and when financial assets and securities are escheated, including which assets are subject to ...
  34. Will 529A plans replace special needs trusts?

    November 2, 2015
    Understand the difference between a 529A plan and a special needs trust. Learn whether or not 529A plans will replace special ...
  35. 5 Common Mistakes When Creating a Trust Fund for Your Child

    October 29, 2015
    Trust funds are often established to protect children in the event that their parents are not able to provide for them. Here ...
  36. Are The Wealthy Better Served By Trusts Or Wills?

    October 28, 2015
    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 ...
  37. What financial assets can be escheated?

    October 27, 2015
    Find out which financial assets can be escheated by your state government and how the dormancy period applies to different ...
  38. Don't Neglect Online Accounts When Estate Planning

    October 22, 2015
    In forming an estate plan, don't neglect your digital assets and legacy held in online accounts.
  39. When are beneficiaries of a will notified?

    October 19, 2015
    Learn when the beneficiaries of a will must be notified, and understand how this requirement varies depending on whether ...
  40. Diversify with These Four Alternative Assets

    October 12, 2015
    In times of market volatility, investors add alternative assets to their portfolios--highly illiquid, but profitable investments ...
  41. How Trust Funds Can Safeguard Your Children

    October 12, 2015
    Certain types of trust funds can help to protect your assets from bankruptcies and civil actions, and can be established ...
  42. Use Private Equity Strategy to Invest (CG, APO)

    October 10, 2015
    Forget trying to be a great trader. Learn to invest like private equity firms for superior results.
  43. 10 Ways to Effectively Save for the Future

    October 6, 2015
    Savings is as crucial as ever, as we deal with life changes and our needs for the future. Here are some essential steps to ...
  44. Step-Up In Basis

    September 18, 2015
    A step-up in basis is the increased cost basis of an inherited asset or other security.
  45. Why the Wealthy Shy Away from Inheritance Talk

    August 24, 2015
    A recent survey of high-net-worth individuals shows that many avoid talking inheritance with children. Here are some ways ...
  46. Top Tips for Helping Clients Leave an Inheritance

    July 21, 2015
    Leaving an inheritance can be complicated and even a burden on the recipient. Here's how advisors can help.
  47. Do Big Inheritances Do More Harm Than Good?

    July 17, 2015
    Most wealthy parents plan to pass on their wealth, but few have had discussions with their heirs. Financial advisors should ...
  48. A Look at Vanguard's Robo-Advisor

    July 13, 2015
    Consumers likely will benefit from Vanguard’s entrance into the rapidly expanding robo-advisory market as competition intensifies. ...
  49. 5 Signs You Need A Postnup

    June 29, 2015
    They're not the most fun thing to contemplate, but these contracts can actually help a marriage.
  50. Revocable Trust

    June 19, 2015
    A revocable trust is a legal arrangement whereby a grantor transfers property to a trustee who holds the property in trust ...
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Hot Definitions
  1. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  2. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  3. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  4. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  5. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  6. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
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