Here are a couple of useful resources that advisors should be aware of that can both help your clients and their families avoid sticky end-of-life situations, keep you in the estate planning loop and, potentially, act as nice value adds as well.
A federal district court judge ruled that the U.S. Department of Education can base its determination as to whether a student attending a for-profit college or vocational school is eligible for financial aid on past graduates' abilities to pay off their debts.
By linking the updating of an estate plan to certain inevitable life milestones (both positive and negative), advisors can ensure that their clients recognize the importance of keeping things up to date.
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Obergefell v. Hodges is a consolidated Supreme Court case involving same-sex couples, some of whom sought marriage licenses in Michigan and Kentucky despite state laws restricting marriages in the state to opposite sex couples...More
Less than half of next gen advisors have a high degree of confidence in their team leader's ability. The next generation advisor wants to be more engaged, believes they have more to add but struggles to find the best way to contribute to their wealth management team....More