On Oct. 4, the Internal Revenue Service posted final Form 706 for individuals dying in 2012. It posted final updated instructions on Oct. 12. Here’s an overview of the new form and instructions and how they compare to the prior versions.
Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York discusses the impact of new Tennessee legislation that eliminates its gift tax and phases out its inheritance tax
Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York provides highlights of the recently released Internal Revenue Service temporary regulations and proposed rules regarding the portability of the deceased spousal unused exclusion amount.
Millennials stand to inherit $41 trillion but will any inherit you? Don’t assume you can work with the Millennial children the same way you did their parents. Learn what each generation is looking for in an advisor in this white paper....More
Now that active and passive strategies have learned to co-exist, investors need to know which active approaches truly deliver what is promised. Metrics like active share have become even more important, given the proliferation of strategies available....More
The following words may pop into your head when you think about life settlements: Confusing. Privacy concerns. Questionably legal. Unregulated. Or just plain creepy. Some of these ideas about life settlements stem from real concerns, while others are based on misconceptions or outdated information....More
Top financial advisors like you are continually looking for ways to protect and strengthen their practice. Attend our webinar to learn about four best-practice pillars for building a solid foundation for your practice....More